I’ve had many clients come to me saying they were paying their old adviser somewhere in the neighborhood of 1% a year. Arguably, that might be appropriate, especially if the adviser provided a valuable service. However, when I show them that they were paying 3% or more in total fees, they are usually stunned. More Info…

If you’re one of the lucky 30 million American workers still covered by a traditional defined-benefit pension plan, you’ll likely be faced with a crucial and irrevocable decision when you retire: should you take your pension in the form of a guaranteed monthly check for life or should you grab all of your pension money up front and manage the funds yourself? The vast majority of retirees choose the lump sum - 90% of them, according to the Society of Actuaries. Before you join them, consider the risks. More Info…

A tracer firm says it’s found $14,000 in lost assets for us. Do I pay them the fee they want, or do I even trust them? More Info…

Reports on 380 home markets across the country. See latest prices, forecasts, and other key stats. More Info…

This entry was posted on Tuesday, July 8th, 2008 at 1:44 pm and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.