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October 2014 – 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: October 2014

How Personal is Your Robo-Advisor?

I just returned from the RIIA (Retirement Income Industry Association) Fall Conference in Charlotte where I gave a presentation on emerging robo-advisors and financial planning. For most of you, sitting through a conference listening to talks about retirement income probably ranks somewhere between enduring a visit to the dentist and enduring a visit from a […]

Milepost 65 on Thunder Road

So you’re scared and you’re thinking That maybe we ain’t that young anymore Show a little faith there’s magic in the night You ain’t a beauty but hey you’re alright Oh and that’s alright with me A big milestone on Thunder Road flashed by last week when Bruce Frederick Joseph Springsteen turned 65. Sixty-five used […]