The Centers for Medicare and Medicaid Services (CMS) has announced they will begin issuing new red, white and blue Medicare cards that no longer show Social Security Numbers (SSNs). Beginning this month, April 2018, and concluding by April 2019, CMS will mail new identification cards to Medicare’s 55 million beneficiaries in an effort to protect […]
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a serious concern, but isn’t surprising. For the majority of our […]
Research has found large and frequent issues of debt and equity affect firms’ returns. Read more
Larry Swedroe looks at new data on active funds’ persistent underperformance. Read more
June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 — The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors’ interests ahead of their own. | February 3, 2017 […]
Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Read more
