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The Financial Doctor is in

The Financial Doctor is in
Creating an income stream that lasts a lifetime isn’t accomplished without significant planning. In Charlotte A. Dougherty’s professional experience, it also takes a written plan that guides both

Boomers: Retirement Reality Check

Boomers: Retirement Reality Check
Baby boomers hoping to retire by 65 need a reality check. “Nowadays, with a million dollars, you have to take a lot of risk to equal what you could have received with that portfolio even

Helping Employees Prepare Successfuly for Retirement

Helping Employees Prepare Successfuly for Retirement
These days, a lot of firms specializing in the administration of retirement benefits plans are using the word “mission” to describe their work in their promotional brochures.

A New Era of Wealth Management

A New Era of Wealth Management
Viewing Money Differently. Generations of Americans trusted in the bank as an institution and as a symbol of how working hard and saving money could help us get ahead.

Advisors with an Entrepreneurial Spirit

Advisors with an Entrepreneurial Spirit
Holistic Planners Help Grow Businesses and Build Retirement Wealth. When it comes to saving for retirement, entrepreneurs face unique challenges.

A Plan that Pays

A Plan that Pays
Quality Trumps Risk in Long-Term Retirement Planning. Conventional wisdom tells us to subscribe to the buy-and-hold mantra of investing, and that investors should take risks in search of big

Sticking to The Game Plan

Sticking to The Game Plan
Randy Thurman, CFP®, CPA/PFS, co-president and CFO of Retirement Investment Advisors, Inc., uses a customized approach to retirement planning that he says helps to weather unpredictable

Providing service for those expecting more

Providing service for those expecting more
Clients rarely need only one type of service. Investment Advice, Retirement Planning and Taxes – just to name a few – can all play a role in ensuring that financial goals are being met.

Talk first, talk more - then plan

Talk first, talk more - then plan
Conversation is the Starting Point. The conversation is missing from the world of financial advising. So says Michael Begin, president of Lifestyle Freedom in Milford, Conn.

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