I listened to the RetireSMART radio program on the weekend. I thought it couldn't hurt to have the complimentary (free of charge) Report Card done on my portfolio. I've been retired for 5...

Very misleading company who pushed and sold me an annuity which was very misleading- Financial advisor they call themselves what a joke!- more worried about there commissions than producing a...

I will start by saying their educational sessions are top notch. Very informative and really well done. That is what hooked us. We went in and loved the Financial Advisor Alex. He explained the...

So much for Christian compassion. Forcing an employee, who just lost his wife to cancer to return to work or lose his job, then force him resign with zero recourse less than a month later. God...

We were sent information to attend a Seminar on 2/7 on Taxes and Retirement. We attended but all we heard about was the perfect people who have paid all their debt and have $75k to invest or move...