2014

As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses.

A recent Wall Street Journal article highlighted some common retirement planning misperceptions – For example: You’ll probably retire earlier than expected.

Most people associate financial planning with investment management, when in fact investment planning is only a small piece of the financial planning process.

When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market.