John Alex is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in NY, NY and the surrounding communities.
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Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
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Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...
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When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
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“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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The financial industry wants to make sure you are fully aware you left something b...
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