3 Ways A Fee-Based Financial Planner Can Improve Your Retirement Savings

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If you feel like you're not properly prepared for retirement, either in terms of your savings or the investments that you currently hold, it's time to schedule an appointment with a fee-based financial planning professional. Though a fee-based financial planner may receive compensation for the investments or products they recommend, they're required to only suggest products that are suitable for their clients. Here are a few ways a fee-based financial planner can assist with you boosting your retirement savings.

6 June 2019

Cashing Out Your Annuity: Familiarizing With Lump Sum Payments And Their Benefits

Articles

Most of us will end up facing this dilemma sometime in our life: should we opt for getting monthly pension checks for life or a lump sum payment? 29% of Americans are fortunate enough to have company-funded pension plans. While getting a monthly cheque may seem tempting and a way to moderate how you may end up spending all of your money, you may actually be better off opting for lump sum payments.

27 August 2014