Your “biological age” is NOT necessarily the same as your “chronological age”, and this difference can have a huge effect on your retirement plan! Plus, Andy dives into some economic indicators for springtime.
Radio Show Highlights
Happy days are here again – Feeling good about springtime, Easter weekend, plus stock market performance? Be careful not to simply look at one economic indicator, good or bad. Also, check out our Weekly Market Recap below!
When is your age NOT your age? - Bob asks a riddle, and Andy shows how there can be a difference between “biological age” and “chronological age”, which should factor into your financial decisions.
Ask Andy: Municipal Bonds - Dave from Richmond, Kentucky is curious about muni bonds, so Andy gives his thoughts, in increasing order of complexity, all the way up to the huge happenings in Puerto Rico.
By entering your phone number above, you are consenting to receive calls regarding our products and services from Financial Engines, and these calls may use an automatic dialling system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Methodology: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
*This is a partial listing of Financial Engines’ customers as of December 31, 2016. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.