Brian Eddy CFA, CFP® Retirement
Everyone is interested to know how much they need to retire. That plays into the amount of years you need to keep slogging away at your job as well as how much fun you could be having with that yearly retirement savings contribution. Numbers thrown around are one million, three million, or even five million […]
Brian Eddy CFA, CFP® Estate Planning
According to Spectrum Group, the nearly 7 million millionaires in the U.S. last year are almost entirely made up of retired individuals and those over 65 years old. That means that much of the wealth in this country is sitting with those that are most likely out of the workforce. Protecting that wealth has become […]
Brian Eddy CFA, CFP® Retirement
According to the Investment Company Institute, the assets in retirement plans, accounts and annuities have increased from about 12 trillion dollars in the late 1990’s to nearly 23 trillion dollars currently. With all that capital ready to produce income to sustain living expenses, and with a very low interest rate environment, many are wondering how […]
Brian Eddy CFA, CFP® Investments
Think your broker is worthless? You might want to think again based on Vanguard’s ongoing research on what your broker actually brings to the table. George Burwell, CFA, of Coastline Trust Company recently touched upon’s Vanguard’s study dating back to 2001 that shows how that a money manager might actually be worth the price. Well, the […]
