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The “five-finger” financial checkup encourages you to evaluate your financial health with five simple questions.

Every good planner preaches the glory of diversification. It is a core investing philosophy and a committed approach, rather than a trendy tactic.

Not understanding how your money adviser gets paid could cost you handsomely

Will I have to pay federal income taxes on my Social Security benefits when I retire?

The finance industry constantly strives to confuse investors with new, more sophisticated and increasingly complex ways to manage risk and generate returns.

View the Asset Class Winners and Losers 1986-2006.

Most clients get lost trying to navigate Social Security on their own.

The complexities of Social Security’s more than 2,800 rules continue to baffle financial advisers as they strive to create secure retirement income plans for their clients.

Finra Doesn’t Make Public All Its Information About Brokers.

Ask most people what their net worth is and they probably don’t know. Show them how to calculate it and they’ll be dying to know how they compare to their peers.