The Retirement Planning Process Answers the Question ‘Can I Retire?’

AudreaNews Leave a Comment

In my last article, What I Wish Every Prospect Had Considered Before Asking ‘Can I Retire’?, I discussed three broad points that most investors need to ask relative to the common retirement question all advisors get from time to time. In this follow-up article, I want to review the major retirement planning process details most investors don’t think about…  http://www.thinkadvisor.com/2013/10/22/the-retirement-planning-process-answers-the-questi

What I Wish Every Prospect Had Considered Before Asking “Can I Retire?”

Andy RiceNews Leave a Comment

As an experienced wealth manager and retirement planning advisor, I find it very challenging when a prospective client somehow thinks I can answer their “Can I retire?” question in an initial one- or two-hour meeting. I’m sure most fiduciary advisors have been asked the same question, which, as you know, entails a far deeper discussion, mostly driven by actions taken …

Donald Quoted In 2 Articles on InvestmentNews.com

Andy RiceNews Leave a Comment

Donald was quoted in two article recently by InvestmentNews.com regarding FINRA (Financial Industry Regulatory Authority) wanting oversight on Independent Investment Advisors.   You may remember that Don lobbied against this in congress with Spencer Bachus back in 2011. Below are snippets from each article.  To read each article in full, click the link below each snippet. Finra hampered by rising …