10 Financial Planning Rules You Shouldn’t Ignore.
Written by Richard Rosso | Nov 6, 2019Financial planning is misunderstood. Ask consumers or brokers what financial planning means to them and…
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Medicare Advantage? A Couple of Things To Consider
Written by Richard Rosso | Oct 30, 2019It’s that time of year again. Medicare Open Enrollment season began October 15 and runs…
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3 Tips To Avoid A “Save Taxes NOW!” Mentality
Written by Richard Rosso | Oct 16, 2019We scramble to do whatever we can to save on taxes. Unfortunately, there’s little firepower…
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Portfolio Returns Are The Least Of Your Worries
Written by Richard Rosso | Oct 2, 2019At RIA – through the blog and in meetings with clients and readers who require…
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5-Things Your Broker Wont Tell You – Part 4
Written by Richard Rosso | Sep 18, 2019Social Security is America’s pension. Without Social Security included as part of a retirement income…
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5-Things Your Broker Will Ignore – Part 3
Written by Richard Rosso | Sep 4, 2019At our extensive Retirement Right Lane Classes which fill seats all over Houston, our planning…
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5-Things Your Broker Wont Tell You – Part 2
Written by Richard Rosso | Aug 21, 2019Valuations Matter. As I mentioned briefly in Part 1 of the series, investors about to…
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5-Things Your Broker Will Ignore – Part 1
Written by Richard Rosso | Aug 14, 2019Investors mistakenly believe their financial partners are students of holistic financial planning. Outside of sell-side…
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The Most Important Trait To Look For In A Financial Advisor
Written by Richard Rosso | Jul 24, 2019Daniel R. Solin, a New York Times best-selling author who penned a series of popular…
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F.I.R.E. – Ignited By The Bull, Extinguished By The Bear
Written by Lance Roberts | Jul 22, 2019Do you remember this commercial? The Etrade commercial aired during Super Bowl XLI in 2007….
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How “FaceApp” Can Help You Save More For Retirement
Written by Richard Rosso | Jul 17, 2019FaceApp is taking over social media. It also may help procrastinators focus on long-term goals,…
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The One Lesson Investors Should Have Learned From Pension Funds
Written by Lance Roberts | Jul 15, 2019Just recently I ran a 3-part series on the variety of things individuals believe about…
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What You Need To Know About Medicare & The “BENES” Act
Written by Richard Rosso | Jul 10, 2019The Medicare Rights Center a national non-profit consumer advocacy organization, fields thousands of questions as…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part 3
Written by Lance Roberts | Jul 1, 2019Click Here For Part 1 – The Savings Error Click Here for PART 2 –…
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1995 Rate Cut & The Case For The Final Leg Of The Bull Market
Written by Lance Roberts | Jun 27, 2019Market participants want to believe today’s bull market is similar to 1995. In 1995, July…
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Teens & Summer Jobs: 3-Ways To Maximize The Experience
Written by Richard Rosso | Jun 26, 2019The labor market is tight. However, summer jobs for teens, especially in leisure and hospitality…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part 2
Written by Lance Roberts | Jun 24, 2019Click Here For Part 1 – The Savings Error Click Here For PART 3 –…
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SECURE Act: Big Changes & What It Means For Your Retirement
Written by Danny Ratliff | Jun 21, 2019The House overwhelmingly passed a new bipartisan bill 417-3 called the SECURE ACT or Setting…
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The 3-Big Lies About Tax Cuts & The Economic Impact
Written by Lance Roberts | Jun 20, 2019“The greatest trick the Devil ever pulled was convincing the world he didn’t exist.” –…
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A Generational Dose of Financial Reality
Written by Richard Rosso | Jun 19, 2019Financial wellness is difficult to achieve without steeled resolve for fiscal self-preservation and an endlessly…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part I
Written by Lance Roberts | Jun 17, 2019Click Here for PART 2 – You Don’t Get Average Or Compound Returns Click Here…
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One Trick Pony: The Fed Is Pushing On A String
Written by Lance Roberts | Jun 13, 2019Last week, I discussed the Fed’s recent comments suggesting they might be closer to cutting…
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3-Steps To Holistic Financial Wellness
Written by Richard Rosso | Jun 5, 2019Investors tend to narrowly define wealth management as portfolios and products. Unfortunately, many financial professionals…
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Hope For The Best, Plan For The Worst
Written by Lance Roberts | Jun 3, 2019Around 46 BC, Cicero wrote to a friend saying, “you must hope for the best.” To…
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5-Things Savvy Investors Should Know About Social Security
Written by Richard Rosso | May 22, 2019The recent Nationwide Retirement Institute® Consumer Social Security PR Study conducted by Harris Poll queried…
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Strike Three: The Next Bear Market Ends The Game
Written by Lance Roberts | May 16, 2019At the beginning of this year, I was at dinner with my wife. Sitting at…
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Is Capitalism Responsible For Socialist Sentiment?
Written by Richard Rosso | May 15, 2019In 2009, I shared 2 words on Facebook that I felt would shape the future…
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3-Ways To Be Your Own Financial “Superhero”
Written by Richard Rosso | May 8, 2019The latest in the Marvel movie portfolio – Avengers: Endgame has blown away every theatre…
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Boomers Are Facing A Financial Crisis
Written by Lance Roberts | Apr 29, 2019There is a “crisis” brewing in America which will affect more Americans than the subprime…
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A Financial Reality Lesson From “The Highwaymen”
Written by Richard Rosso | Apr 24, 2019A misrepresentation gnawed at screenwriter John Fusco. Influenced by a fascination with outlaws and gangsters…
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