A study was done about what the Super Wealthy view as important regarding their money. It might surprise you.

What can we learn from the ultra-wealthy?

Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”

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

One of the biggest financial advisor mistakes

What is rebalancing a portfolio and is it necessary?

Is rebalancing worth it?

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?

The market is roaring. Why talk about protection 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?

Is your advisor really listening to you?

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

What can we learn from the ultra-wealthy?

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