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February 2013 – The Financial Preserve from Lonier Financial Advisory LLC
Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Monthly Archives: February 2013

Is Your Advisor Setting Strategy or Selling You Product?

If you’ve participated over the years in company sponsored savings plans, you may have accumulated a sizeable savings in accounts sponsored by one or more employers. Though it may not have seemed like it at the time, saving the money is the easy part. Pick a few funds, check a few boxes, attend an occasional […]

Individual Risk and Your Lifetime Financial Plan

If you’re fortunate to have lived a long while, you’ve probably worked hard and dodged or overcome any number of obstacles in the challenging race that has delivered you to the present. If you’re gazing ahead at retirement, you might hope the obstacles are fewer and far between, the horizon flat and sunny, maybe leading […]