Mar 01
Monday
AARP Financial Survey Finds: When It Comes To Investing For Retirement, Many 50+ Californians
Many Californians 50+ Confused by Mutual Fund Industry Practices:
- Most feel overwhelmed by choices, believe investing is too complex for the average person, and say fund companies put their interests before their investors’.
- More than three-quarters of Californians believe car insurance policy, DVD player instructions, and prescription drug inserts are easier to understand than a mutual fund prospectus
- Two out of five “unaware” or “not sure” of the fees they pay on their mutual funds.
Overwhelmed with too many choices, turned off by complex prospectus language, and not sure who to turn to for advice, many Californians in their prime savings years are falling behind in the retirement funding race, according to a survey of Californians released by AARP Financial. Continue…
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New Tax Law Allowing For Roth IRA Conversions May Be a Bad Deal for Taxpayers
no responses - Posted 02.21.10
Jeff Nabers, CEO of the Nabers Group an unconventional financial planning firm located in Denver, CO, cautions those to carefully look at all their options when considering a Roth IRA conversion. In 2010 millions of Americans will be able to do something they have never done before — convert their IRA ...continue
no responses - Posted 02.21.10
Jeff Nabers, CEO of the Nabers Group an unconventional financial planning firm located in Denver, CO, cautions those to carefully look at all their options when considering a Roth IRA conversion. In 2010 millions of Americans will be able to do something they have never done before — convert their IRA ...continue
South Dakota Financial Planner Awarded Industry Five Star Quality Designation
no responses - Posted 12.10.09
Fee-only financial planner Rick Kahler has been awarded the Paladin Registry’s Five Star quality designation, reserved only for those professionals who meet the Registry’s high minimum standards for credentials, ethics, and business practices. Less than ten percent of today’s practicing financial planners and advisors meet the Registry’s standards. The Paladin Registry ...continue
no responses - Posted 12.10.09
Fee-only financial planner Rick Kahler has been awarded the Paladin Registry’s Five Star quality designation, reserved only for those professionals who meet the Registry’s high minimum standards for credentials, ethics, and business practices. Less than ten percent of today’s practicing financial planners and advisors meet the Registry’s standards. The Paladin Registry ...continue


