February 2020

What you don't know about your parents' retirement plans could hurt you financially

Submitted by Robert Gordon & Associates, Inc on February 13th, 2020

Most working Americans have no clue how prepared their parents are for retirement, a knowledge gap that could hurt their own finances.

About 7 in 10 adults between 25 and 44 years old said they know little to nothing about their parents’ finances. But nearly the same share expect they will need to financially help their parents if they outlive their savings.

What's an Alpha Manager and Why Do I Need One?

Submitted by Robert Gordon & Associates, Inc on February 12th, 2020

You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should be working with.

4 Signs It's Time to Fire Your Financial Advisor

Submitted by Robert Gordon & Associates, Inc on February 10th, 2020

Having a trusted financial advisor can make a huge difference in your future. But is your advisor strengthening the likelihood of achieving your goals or the opposite? Here's how to decide when it's time to say, "You're fired."

Think Your DIY Retirement Plan Can Beat an Advisor?

Submitted by Robert Gordon & Associates, Inc on February 8th, 2020

We meet with retirees and pre-retirees every week, many of whom tell us they have been "working with a retirement-planning firm for years." Yet, when we dig into their "plan," there is often not much more than a diversified pie chart of stocks, bonds and mutual funds.

Understanding Your Tax Withholding

Submitted by Robert Gordon & Associates, Inc on February 5th, 2020

Do you look forward to a large tax refund? If so, you are willingly giving the IRS a tax free loan. Check your withholding to make sure you are being efficient with your hard earned paycheck!

SECURE ACT: How It May Change Your Retirement Plan

Submitted by Robert Gordon & Associates, Inc on February 3rd, 2020

Congress has passed significant changes to retirement savings law that will affect individuals in or nearing retirement, new parents, small business owners and employees, and could have a major impact on estate planning.

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