March, 2011 | Steven Van Metre, CFP®

Don’t let long life be ‘bum luck’

January 9, 2016March 25, 2011 by Steven Van Metre

The Bakersfield Californian March 25, 2011 How long can I live? That seemed to be a question the guy should be asking his doctor, not his financial planner. But across my desk sat a 49-year-old client, who wanted to know just how long he could live until his retirement savings – bank deposits, 401k investments … Read more

Bad news for boomers relying on 401(k) plans

January 10, 2016March 4, 2011 by Steven Van Metre

The Bakersfield Californian March 4, 2011 The 401(k) generation is retiring with savings plans that are falling way too short. And if that news isn’t bad enough, try this: Many 401(k) plan managers have conflicts of interests. They charge fees, offer advice and direct funds more for the managers’ benefit than for the investors’. Those … Read more

Disclosure

Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

Steven Van Metre and AFA disclaim responsibility for updating information and disclaim responsibility for third-party content, including information accessed through hyperlinks. Prior to making any investment decisions, one should seek qualified financial, tax or legal advice as it pertains to their situation and not base any decisions on a blog post, online review or third-party content.