What you can—and can’t—learn from a tax return
Donald Trump said in the first presidential debate that not much could be learned from his tax returns. Financial advisor Tim Maurer sets the story straight, explaining exactly what… Read the rest of the article on CNBC.
3 steps to avoid running out of money in retirement
The majority of Americans don’t think they are saving enough and are worried their savings won’t last as long as they do. Only 31 percent of workers who participate in an employer-sponsored retirement plan, such as a 401(k), 403(b) or...
With market volatility, do you stay invested or move to cash?
In the market these days, it seems what goes up must come down — and then go up and then down again. On Wednesday, the Dow Jones industrial average opened 100 points higher, but then fell by more than 150...
Investors: Keep your itchy finger off the trigger
How about that 550-point intraday dive last week in the Dow! Did that finally get you to sell? Or was it one of the many headlines about the trillions of dollars that have been wiped out of the stock market...
Save Social Security for later, when you need it most
I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early as age 62 or as late as age 70 — the focus has been on...
Make joy-based budgeting a New Year’s resolution
Do your New Year’s resolutions for 2016 include crafting a workable budget that you’ll actually want to stick to? Are you stumped about how to make it happen? One answer is an approach that financial advisor Manisha Thakor, director of...
How to find a financial advisor
Looking to avail yourself of a financial advisor’s services but stumped as to how to pick one? Who better to tell you what to look for than a financial advisor himself? “I believe there are four minimum requirements for anyone...
Is your financial advisor really putting you before profit?
How financial advisors are compensated doesn’t determine their character, but it does influence their behavior. As the debate over regulatory standards of conduct for financial advisors plays out in Washington, the issue for investors boils down to how their advisors...
Steps to find a financial advisor
Tim Maurer, director of personal finance for Buckingham and The BAM Alliance, discusses the four key criteria consumers should use to select the most qualified financial advisor for… Read the rest of the article on CNBC.
Market volatility’s silver lining for retirement investors
Despite Wednesday’s recovery from steep losses earlier in the week, the major U.S. stock averages are on track for their biggest monthly percentage losses in five years or more. That means your retirement portfolio, your 401(k)s and IRAs, may have...
