Retirement Planning

When it comes to financial planning, the debate between commissions and fees has been ongoing for years. Many clients are unsure whether they are getting the best deal or if they are being misled. The mainstream narrative often paints fees as a more transparent, client-friendly approach, while commissions are depicted as less favorable due to Read More The post Commissions vs Fees in Financial Planning: Uncover the Truth first appeared on SafeMoney.com.

National Retirement Security Week (NRSW), held annually during the third week of October, is a campaign dedicated to raising awareness about the importance of retirement planning. Originally established in 2006 by the U.S. Senate, this observance encourages Americans to evaluate their retirement savings, engage in financial planning, and take actionable steps to secure their future. Read More The post National Retirement Security Week first appeared on SafeMoney.com.

Essential Questions to Ask Your Financial Advisor About Your Portfolio and During Annual Reviews When it comes to managing your finances, staying informed and engaged is crucial. Regularly discussing your investment strategy and financial plans with your advisor can help you navigate changes and ensure you’re on track to meet your goals. Knowing the right Read More The post Questions to Ask Your Financial Advisor About Your Portfolio first appeared on SafeMoney.com.

The Shaquille O’Neal Approach: Why Annuities Should Be a Key Part of Your Financial Portfolio When Shaquille O’Neal speaks about success, people listen. A basketball legend with four NBA championships and an enduring legacy, Shaq has made a name for himself not just on the court, but in the business world. As of 2024, his Read More The post Shaquille O’Neal’s Strategy: Why Annuities Are Essential first appeared on SafeMoney.com.

Long-Term Care Planning: Why You Can’t Afford to Ignore It in 2024  As life expectancy continues to rise and healthcare costs increase, planning for long-term care (LTC) has become an indispensable part of retirement strategies. For those aged 65 and older, the likelihood of needing some form of long-term care has now risen to Read More The post Long-Term Care Planning: Why You Can’t Afford to Ignore It first appeared on SafeMoney.com.