Monthly Archives: March 2013
How to Save More For Retirement Without Really Trying
Today’s column from the excellent Jason Zweig: http://online.wsj.com/article/SB10001424127887323361804578390313278109482.html?mod=djintinvestor_t How to Save More For Retirement Without Really Trying [Click the link above to read the entire article] A highlight or two: • When people want to save but can’t bring themselves to do it, their retirement funds need to do the saving for them—automatically. • At companies that […]
Five Signs You Picked The Wrong Financial Advisor
Follow this link to <http://www.businessinsider.com/5-financial-advisor-red-flags-2013-3> Five Signs You Picked The Wrong Financial Advisor by Libby Kane at LearnVest (with a couple of quotes inside from another LearnVest advisor). The article definitely favors Fee-Only and CFP advisers. Naturally, that resonates with us here at Meyers Wealth Management, as that describes us exactly. But just because we […]
Sally Krawcheck: The 5 Real Reasons to Hire a Financial Advisor
From her article posted on LinkedIn – http://www.linkedin.com/today/post/article/20130326054847-174077701-the-5-real-reasons-to-hire-a-financial-advisor Summary follows. Please visit the site to read the actual article. She adds important details. 1. Press you to answer questions you don’t want asked 2. Put together a financial plan 3. Identify risks in your portfolio that you might look right past 4. Talk you through […]
The 4% rule and its failings
The 4% rule and its failings There are plenty of articles about shortcomings of the 4% rule – which is still a great *starting point* if not a real plan. The WSJ brings up a few alternatives to help overcome the problems with the 4% rule: http://online.wsj.com/article/SB10001424127887324162304578304491492559684.html?mod=googlenews_wsj Some of the adjustments/alternatives discussed: (1) using […]
Meyers Wealth Management 