Retirement Planners of America has a simple fee schedule, charging an annual fee of generally 1.25% of clients’ assets under management. This fee may be higher under certain circumstances or negotiated lower at the firm’s discretion. Annual fees are payable on a quarterly basis, in arrears.
People also ask, who is Ken Moraif?
Ken Moraif, CFP, is the CEO and a Senior Adviser at Retirement Planners of America (RPOA), a Dallas-based wealth management and investment firm with over $4.3 billion in assets under management and serving over 8,800 households in 48 states (as of May 2019).
One may also ask, why did Money Matters change their name?
Moraif says the name change is a natural progression to better fit the objectives of the company. “This is something we have been considering for years, and is symbolic of a business strategy to be more aligned with what our prospects and clients have come to expect from us,” explains Moraif.
What is the class money matters?
ABOUT THE COURSE
In the Money Matters course, students will investigate money management from a personal financial perceptive. Students will apply critical-thinking skills to analyze financial options based on current and projected economic factors.
What are money matters?
(?m?n? ?mæt?z) plural noun. issues concerning finances or money, esp your own finances or money.
When have you used cost comparison provide an example?
Provide an example: I have used comparison whenever I am going to buy something new; the most common situation I use it in is when I am buy clothes. I compare the fabric and what I am going to spend in it. Sometimes I would just buy used clothes.
Can I retire at 55 with 300k?
In the UK there are currently no age restrictions on retirement and generally, you can access your pension pot from as early as 55.
How much money do you need for retirement at 60?
Age 45—four times annual salary. Age 50—five times annual salary. Age 55—six times annual salary. Age 60—seven times annual salary.