CNBC

Tim Maurer tells CNBC it can be so helpful to think about risk from three angles: your willingness, ability and need to take it. Accurately gauging your risk tolerance is a crucial part of the equation when it comes to setting financial goals. That’s why, Tim Maurer tells CNBC, it can be so important to …Read More.

3 steps to avoid running out of money in retirement

The majority of Americans don’t think they are saving enough and are worried their savings won’t last as long as they do. Only 31 percent of workers who participate in an employer-sponsored retirement plan, such as a 401(k), 403(b) or 457, are “extremely confident” or “very confident” that they will not outlive their money — …Read More.

Make joy-based budgeting a New Year’s resolution

Do your New Year’s resolutions for 2016 include crafting a workable budget that you’ll actually want to stick to? Are you stumped about how to make it happen? One answer is an approach that financial advisor Manisha Thakor, director of wealth strategies for women at Buckingham and The BAM Alliance, calls “joy-based budgeting.” First, estimate …Read More.

How to find a financial advisor

Looking to avail yourself of a financial advisor’s services but stumped as to how to pick one? Who better to tell you what to look for than a financial advisor himself? “I believe there are four minimum requirements for anyone you’re considering working with,” said Tim Maurer, certified financial planner and director of personal finance …Read More.

Is your financial advisor really putting you before profit?

How financial advisors are compensated doesn’t determine their character, but it does influence their behavior. As the debate over regulatory standards of conduct for financial advisors plays out in Washington, the issue for investors boils down to how their advisors are paid and how well the arrangement aligns the interests of the advisor with their …Read More.