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Ric Edelman's The Truth About Money
     
 


Identity theft is a big problem and it’s getting worse. That's why you need to be vigilant in protecting yourself — even when you walk out the door. You might carry your wallet, keys and phone with you, but chances are, you’re also carrying a few things that are better off left at home.

 
     
     
 


A nursing home isn’t a place most people look forward to moving into. However, the odds of you moving into one are low for a few reasons.

 
     
 
     
 
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Right now is the time to engage in tax planning

The end of the year is quickly approaching and so is the deadline for many tax strategies. Listen to Ric share some of the most important tax moves you can make right now.

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  • The fundamentals of investing
  • How to identify your investment risk tolerance
  • Three key investment management strategies to help ensure your money lasts in retirement
  • Tips to better define your financial goals and get help
Register now to learn how to prepare for the challenges of a changing world.

Tuesday, Dec. 3, at 2 p.m. & 7 p.m. ET

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Q&A 


A reader nearing retirement owns a large block of stock options in the company he works for. He’s trying to settle on a strategy to manage those options but isn’t sure what to do. Read Ric’s tips on how to approach this problem with a clear perspective.



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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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