Press
Is Your Financial Adviser Truly Independent?
Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.
You Don’t Need a Financial Planner … Unless …
There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?
4 Questions to Ask Before Adding an Annuity to Your Retirement Plan
Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.
Investing In Uncertain Times: What You Need To Know
Sometimes, when you catch up on the latest news, you worry. To help guide worried investors, members from the Forbes Finance Council offer this advice.
8 Tips For Protecting Yourself Against Unexpected Downturns
How can one protect his or her investment portfolio against unexpected downturns? Is it better to diversify heavily, or should one simply keep strong cash reserves in order to take advantage of market changes?
Stash Away Some Cash As Part Of Your Wealth Management Plan
Do you ever ask yourself, “If ‘cash is king,’ why does my financial professional always want me to stay fully invested?” Who does it benefit most?
Tips For The Self-Employed: How To Ensure A Stable Financial Future
Ten finance experts from Forbes Finance Council offer their insights into the best retirement and investment options for self-employed individuals.
Why Those Impressive Financial Credentials Aren't Always So Impressive
Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.
Pay Me Now: Pros and Cons of Adviser Compensation Models
There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?
Advice From The Experts: Managing Your Finances As A Millennial
Three financial experts from Forbes Financial Council weigh in on what they see the millennial generation experiencing at retirement age and how they would advise millennials to best position themselves now.
Focus on a Purpose-Based Retirement Portfolio
I have asked thousands of retirees and pre-retirees what retirement means to them. I've heard answers including relaxation, freedom, family, travel, time and more. One thing I never hear is "money."
What to Do If You Receive A Pension Buyout Offer
Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.