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


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


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