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Ric Edelman's The Truth About Money
     
 


In an ideal world, would you prefer your investments to perform worse than expected, as expected or better than expected? I suspect, for both the short and the long term, you’d prefer them to do better than expected. But guess what? That should not be your response. Here’s why.

 
     
     
 


The financial services industry certainly produces a lot of paper! Here’s what you need to keep and when you can trash it.

 
     
 
     
 
It’s 2020 and you’ve got to adjust how you sign important documents

For the next year, you’ve got to date your signature in a different way. Listen to Ric share an important warning and how to prevent someone from backdating your documents.

Listen Now
 
     
 
     
 
  • Which types of accounts to make withdrawals from first.
  • Hidden facts about annuities no one told you about.
  • The 4 biggest risks you'll face in retirement - and tips to help protect against them.
  • 6 traps to avoid when withdrawing money from an IRA.
Tuesday, Jan. 28, at 2 p.m. & 7 p.m. ET

Register for our free webinar
 
     
 
     
 
Q&A 


A reader who works for an employer that doesn’t offer a workplace retirement plan asks Ric what options she has for planning for her family’s financial future? Read Ric’s answer and advice on this question.



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Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

All information provided is for education purposes only and does not constitute investment, legal, or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personalized individual investment advice.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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