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Category Archives: Articles
Spotlight on Hidden Firm Fees, Merrill Lynch Edition
This is part of our ongoing series in which we review “kick backs” that companies receive and the hidden fees the consumers are left to pay. A few weeks ago we discussed the Edward Jones’ Revenue Sharing Dislcosure, which you … Continue reading
Posted in Articles
Tagged compensation, disclosure, merrill lynch, Michael Canet, Mike Canet, revenue sharing
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Spotlight on Hidden Firm Fees
This is part of a series we’ll be releasing over the next few months highlighting soft dollars, hidden fees, and “kick backs” companies may receive when offering investment products to clients. This week we’ll be looking at Edward Jones, and you … Continue reading
Posted in Articles
Tagged edward jones, hidden fees, Michael Canet, mutual funds, revenue sharing, The Savvy Investor
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Catch Up on Retirement Savings
Retirement is a time when individuals should be looking forward to enjoying a slower-paced life without the drone of a 9-to-5 day job. It should bring about feelings of excitement, relief, joy, and anticipation. But for many retirees, that is … Continue reading
Read All About It
It seems like there’s a magazine for everything these days. And the topic of retirement is no different. There are a number of magazines geared towards individuals nearing or enjoying their retirement years, including tips on relocating, downsizing, living on … Continue reading
New Law to Cost Medicare Patients More Money
A new law signed recently by President Obama is expected to fix an underlying discrepancy with Obamacare and Medicare patients, and the rates at which Medicare patients pay their doctors for services. The Medicare Doc Fix Reform law is the … Continue reading
National Retirement Planning Week
National Retirement Planning Week is coming up in April from April 13 through April 17, but this year, the organizations heading the education-filled public awareness week are adding one more element to the mix. On Thursday, April 16th, the Insured … Continue reading
The Year of the What?
The Chinese culture recently celebrated their Lunar New Year or Chinese New Year. Each year is signified by an animal which is rotated every 12 years. The year 2015 marks the Year of the Ram (or Goat or Sheep depending … Continue reading
Retirement Can Be Taxing
Sounds like an oxymoron, right? When most people think of retirement, they envision a laidback, luxuriously glowing time in their lives. A time that is spent enjoying the things in life that matter most to you whether it’s travel, grandkids, … Continue reading
Just Because Everyone Else is Failing at Retirement Literacy Doesn’t Mean You Have To
It’s fair to say that what grade you earn in a course is indicative of your interest in said subject. That ‘C’ in The Sociology of Fire correlates directly to how fascinating you found burning of forests was, just as … Continue reading
When Retirement Goes Wrong, Can Anything Go Right?
When I help someone plan his or her retirement, we focus on two goals: Making the most of what they have, and protecting their interests should retirement not go exactly as they’d wish. That second part is becoming more and … Continue reading