All posts by: lanergyadmin

SSA Launches Online Benefit Statement Access

Putting aside politics and the ongoing debate about its long term viability, Social Security remains a core component of retirement planning. Knowing your estimated benefits at age 62, full retirement age and age 70 is important in developing a retirement...

The Horror

May 2012 |Eric Rasmussen, Financial Advisor Magazine Whether it’s sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories....

Q1 2012 Global Markets Review

The following is our update of global market performance in Q1 2012. Q1 2012 Global Markets Review...

Don’t Talk To A Butcher When You Need A Dietitian

The following is a great video explaining the difference between a stock broker and a fiduciary. The Butcher Versus the Dietitian...

Don’t Diss The Mortgage Interest Deduction

March 17, 2012 |Brent Hunsberger, The Oregonian Readers have asked lately about a couple of always-touchy subjects: debt and taxes. Not the most pleasant of subjects, perhaps, but let’s dive in....

8 Questions to Ask Yourself Before Retiring

March 14, 2012 |Jeanine Skowronski, MainStreet Staff Writer NEW YORK (Mainstreet)– Pulling the trigger on retirement can be a costly mistake if your finances aren’t in good shape....

Beat Your Worst Financial Habits

February 23, 2012 | Kasey Panetta, The Fiscally Fit Man from Men’s Health Magazine We surveyed financial advisors to ask where their clients make the most money mistakes. Use their tips to keep tabs on all your loose change—and start...

New 401k Disclosure Rules and You

After several delays, the Department of Labor has at last issued final rules requiring 401k plans to provide key information to plan participants. Specifically, these new rules will require 401k plan sponsors to disclose detailed information about plan features, investment...

2011 Market Review

Here is our review of how markets performed in the last quarter of 2011 and the year as a whole. Q4 2011 Market Review 2011 Market Year in Review...

Check Your Credit for Free

It’s a new year and a good time to take advantage of a free service offered by the three major consumer credit reporting bureaus....