Posts Tagged ‘fiduciary’
Andersen Wins Coastal Style Magazine 2019 Best Of Awards
We are thrilled to announce that Coastal Style Magazine has named Andersen Wealth Management the Best Financial Investment Firm and Best Financial Advisor for 2019!
Read MoreAndersen Wins in Metropolitan Magazine 2019 Best Of Awards
We are thrilled to announce that Metropolitan Magazine has named Andersen Wealth Management the Best Investment Company and Best Financial Advisor in the Cambridge and Easton area for 2019!
This is the fourth year Andersen has received the best Best Investment Company and the second time we have gotten the coveted Best Financial Advisor Award!
Read MoreAndersen Wins in Metropolitan Magazine 2018 Best Of Awards
We are thrilled to announce that Metropolitan Magazine has named Andersen Wealth Management the Best Investment Company and Best Financial Advisor in the Cambridge and Easton area!
This is the third year Andersen has received the best Best Investment Company and the first time we have gotten the coveted Best Financial Advisor Award!
Read MoreMichael Andersen Featured in Kiplinger | Should You Add A Robo-Adviser To Your Financial Team?
Popular culture often takes an “us vs. them” attitude toward technology. Think about the menacing messages of 2001: A Space Odyssey, Blade Runner or Terminator. Machines are bad and want to take over; people are good and must control them. In real life, though, technology isn’t nearly so scary — unless, of course, you’re worried a robot will take away your job. I’m not. Though some may see the growing popularity of so-called “robo-advisers” as a threat to financial professionals, I’m embracing this method of investing as a way to further diversify a client’s portfolio and look out for his or her best interests.
Read MoreMichael Andersen Featured in Kiplinger | Investors: Keep Your Guard Up and Be Ready for a Bear Market
The good times have been rolling for so long that it’s easy to forget the sting a downturn can deliver. Those close to retirement can least afford to be lulled into a false sense of security. Here’s what they should be doing right now.
Read MoreMichael Andersen Featured in Kiplinger | Retirement Milestones You Can’t Afford to Miss
You probably know the significance of age 65 (Medicare!). But how about age 50? Or age 59½? Or 62? These are just a few of the important milestones that retirees and future retirees need to prepare for.
Most Americans still think about retirement as something that will happen around age 65 – give or take a few years.
That’s when you reach the traditional milestones: Medicare kicks in, and Social Security is available should you need or want to start making withdrawals.
But there are other deadlines – both before and after your mid-60s – that are important to keep in mind if you want to make the most of your investments, avoid government penalties and save on taxes. Here’s a quick checklist:
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