Protecting yourself from financial fraud should be a consideration for any and every American saver and investor. Unfortunately, a minority of financial advisors fail to practice the profession’s high ethical standards. Certified Financial Planner (CFP) Board wrote the “Consumer Guide to Financial Self-Defense” to provide consumers with more information on how to spot “red flags” [...]
Could you spot investment fraud if it came across your desk? The North American Securities Administrators Association (NASAA) and the Canadian Securities Administrators created a 12-question quiz to help you identify your vulnerability to fraud.
No one likes to be lied to, or, even worse, become the victim of a scam. Unfortunately, there is not a fail-safe formula to determine whether what seems to be a deal is really just that or a malicious swindle that could leave you financially distraught. However, the Financial Industry Regulatory Authority (FINRA) created a “Scam Meter” [...]
Are you curious about the background of your financial advisor or brokerage firm? Don’t assume finding a dependable advisor is a shot in the dark, use the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure website to develop a more informed opinion. This tool enables you to search for investment adviser firms, an individual [...]
Retirement Realities Checklist
Retirement is not a static point in time. It is a potentially decades‐long period during which many factors can have a significant impact on your savings and income. To help prepare you to weather these situations, review IRI’s Retirement Realities Checklist with your financial professional, who can structure a long‐term plan to meet your needs.
Eight-Point Plan for Life-Long Financial Health
Most retirement-minded Americans might not see the connection between physical fitness and retirement planning, except for the fact that both can make them sweat! For too many Americans, particularly the 79 million baby boomers, the process of planning for retirement is about as appealing as exercising and getting fit; something achievable but also easy to put off indefinitely.
Top 10 Ways to Prepare for Retirement
To help guide consumers in their retirement planning, the Insured Retirement Institute (IRI) developed the “Top 10 Ways to Prepare for Retirement.”
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