Physical and Financial Health Go Hand in Hand

Physical and Financial Health Go Hand in Hand Generally, good health indicators involve factors such as diet, exercise, sleep patterns, and tobacco use.  Focusing on these direct, physical measurements of health is often the only way predictions are...

How to Save up for a $1 Million Dollar Retirement

How to Save up for a $1 Million Dollar Retirement One million dollars can go a long way in providing a comfortable cushion for a long and fulfilling retirement.  The key to saving this nest egg is implementing an intelligent and well planned...

Supreme Court rules that inherited IRAs are not shielded in bankruptcy

Supreme Court rules that inherited IRAs are not shielded in bankruptcy According to a recent Supreme Court ruling, inherited Individual Retirement Accounts (IRA) are not considered to be “retirement funds” and are therefore not protected from...

Thousand Oaks-based biotech giant, Amgen, to lay off up to 2,900 workers

Thousand Oaks-based biotech giant, Amgen, to lay off up to 2,900 workers How to maximize your company stock options after being let go   Thousand Oaks-based biopharmaceutical company, Amgen, Inc., announced its plans to reduce staff at its Conejo...

Debunking the Myths of Working during Retirement

Debunking the Myths of Working during Retirement Visions of retirement in the 21st century look drastically different than traditional retirement in days of old. Longer life expectancy has not only driven the average retirement age up a few more...

Capital Controls: Protective or Destructive?

Capital Controls: Protective or Destructive? Over the past few decades, capital controls have been a source of hotly contested debate among economists and policymakers worldwide. Some believe that capital controls are a prudent measure in protecting...

Your Pre-Retirement Checklist: What to do 5 Years Prior to Retirement

Your Pre-Retirement Checklist: What to do 5 Years Prior to Retirement Pre-retirement planning can be an exciting – yet anxious – time in anyone’s life. Whether you are daydreaming about how you’ll spend your free time or fussing over the details of...

Five Reasons to get an Annual Financial Review

  Five Reasons to get an Annual Financial Review Keeping track of your personal financial plan through an annual financial review is important in any economic climate. During periods of economic uncertainty or volatility, however, careful financial...

The 401(k) Rollover Decision: Beware of Conflicts of Interest

The 401(k) Rollover Decision: Beware of Conflicts of Interest Recently I have been getting a lot of questions regarding 401(k) rollovers. I wanted to address this by revisitingThe Government Accountability Office (GAO) March 2013 report on the...

Confidence in Retirement Planning Wanes among Baby Boomer Generation

Confidence in Retirement Planning Wanes among Baby Boomer Generation A recent report by the Insured Retirement Institute (IRI) revealed that baby boomers’ confidence in their retirement preparations have declined year after year, with high...

Pages

The FMB Advisors Blog

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...