Its one of the main reasons people leave their financial advisor. What is it?

What is rebalancing a portfolio and is it necessary?

You need to take advantage of good years in the market to weather the bad years. Why should you pull back your market exposure now?

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?

While the account balance in your 401(k) or IRA looks good, it’s not the real number you will bring to retirement.

So it’s not your thing to keep up with the latest changes in the tax laws? That’s ok, Bruce is, and it could help your retirement planning.

If women statistically live longer than men, should they have their own portfolio with a higher risk level so their money will last longer?

When asked, “what is your biggest fear about retirement?”, the #1 answer has been the same for many years. But this year, it’s different.

The markets tend to be rocky in the fall, but all the talk of tax hikes may add another layer of uncertainty. Will a market correction damage your retirement lifestyle? Time to do something about it.

Look at how much you have saved. Now imagine your tax bill as that same number. It’s true for many people. Is there something you can do about it?