Tag Archives: estate planning

Is Your Retirement Advisor Overcharging?

There’s no such thing as a free lunch (or free steak dinner, as the case may be). And, for good financial advice, you’ll have to pay appropriately. Still, many people are paying too much for the quality of services they receive. Are … Continue reading

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Host Of The Savvy Investor Show, Michael Canet, Lists 7 Questions To Ask Retirement Planners

Michael Canet is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses how to … Continue reading

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7 Questions to Ask Your Retirement Adviser

You know when you walk in to your first meeting with your retirement adviser that he or she will give you a long list of questions to answer. But what about your list of questions? Do you have one? More … Continue reading

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Host Of The Savvy Investor Show, Michael Canet, Says There’s An Exception To The Rule: Never Borrow From Your 401(k)

Michael Canet is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog post, Canet outlines why … Continue reading

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When It’s Okay To Borrow From Your Retirement Funds

Life is expensive. And, when you want to buy a house, or a car, or pay for your child’s tuition to Sarah Lawrence, it can be very tempting to use the pile of money you’ve been stashing away for your … Continue reading

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Millennials’ Mistrust of the Stock Market May Hinder Their Retirement Savings

Millennials, Americans born during the 1980s and ‘90s, have good reason not to trust the stock market. After all, the economy crashed just as they were graduating college, forcing many to move back in with their parents and nipping their career prospects … Continue reading

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3 Ways to Boost Yourself Over the Tipping Point of Retirement Readiness

You’re almost there! Just a few more years of working until you finally reach that point of never having to enter another office again. Your time will finally be your own to do with as you please. Sleep in, spend the day … Continue reading

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