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Financial Freedom Blog

Recent posts

  • SEC Proposed Fiduciary Rule a Load of Horse Manure

    July 6, 2018

    You may be aware that the Department of Labor’s attempt to require financial advisers to follow a fiduciary standard when giving advice regarding retirement accounts was abandoned by the Department and died a quiet death in June. Now the SEC is proposing a new rule that it claims will clear … Read More

  • Warning: Your Personal Financial Information May Be At Risk

    May 30, 2018

    In this case, I’m not talking about a data breach at one of the big credit agencies (although that’s a risk too!). No, I’m talking about what would occur if something happened to you and someone had to take over your finances. Think about it. Who would know who provides … Read More

  • “Darn, My House Didn’t Burn Down”

    May 25, 2018

    That is the attitude that we get sometimes from people who complain that their investment portfolio is conservatively invested when the market goes up. This Fear of Missing Out (FOMO for short) is another version of greed. Our #1 rule in preparing a client’s portfolio for retirement distribution is to … Read More

  • We Always Knew Women Are Better Than Men

    May 25, 2018

    Women are a lot less confident than men when it comes to retirement investing, but are in fact better investors than men. Among college-educated, not-yet-retired men with self-directed retirement accounts, such as 401(k)s and IRAs, 60 percent say they’re comfortable in managing their investments, according to a Federal Reserve survey … Read More

  • Why “The Best Place to Retire” Is an Illusion

    April 25, 2018

    I like to browse the annual “best places to retire” lists that seem to come out about this time of year. U.S. News & World Report does a summary as does Forbes and AARP. The funny thing is that the same town or city does not appear on more than … Read More