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Our Fresh New Seminar Sets Out to Prove
that Personal Finance Can Be Fun!

Ric Edelman wants to prove that learning about personal finance doesn't have to be boring. So, this brand-new seminar introduces you to three important topics: wealth creation, life insurance, and estate planning.

Designed specifically for you if you have little knowledge of these topics, this seminar offers a basic overview. It's meant to be more entertaining than informational -- even though you will learn important concepts behind the three most important elements of personal finance (how to create, protect, and distribute wealth). In addition to being fun, the event is meant to pique your interest in learning more about these topics and personal finance in general.

And to make good on the promise of fun -- there will be no references to the Fama-French Three-Factor Model, no actuarial spreadsheets or allusions to Grantor Retained Annuity Trusts and other such matters. Instead, you'll get an introduction to the three core concepts essential to personal finance success: wealth creation, life insurance and estate planning -- delivered in plain English with lots of audience participation and laughs.

Tuition is $25 and up to four guests are free -- and we encourage you to bring kids ages 12 and up! Come for a truly enjoyable and enlightening program. A portion of the proceeds will be donated to the Boys & Girls Clubs of America. All attendees will receive a free copy of Ric's #1 best-selling book, Rescue Your Money, and Edelman Financial advisors will be on hand to answer all your questions. And if, after attending, you feel the content was too basic for you, we'll happily refund your tuition -- because your satisfaction and enjoyment is our sole concern.

Register Now »



Common Mistakes in the College
Decision-Making Process

I've long argued that a college education is an investment. But there are many factors that go into that investment, not the least of which is how you pay for it. This well-researched article by clients of our firm who operate a tutoring service exposes common mistakes parents and their college-bound kids make when deciding where -- or whether -- to attend college and how to avoid those mistakes.

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The Dow's High: What Does It Mean?

You're certainly aware of the fact that the Dow Jones Industrial Average set a new all-time high last Friday (March 8, 2013) of 14,397, and many celebrated. But what does this really mean for you and your portfolio?
 
Today, investors are asking a simple question: Does the Dow's new record mean it's time to establish or increase holdings in stocks, or is it time to sell? This letter will answer that question for you.

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How Can We Help You Reach Your Financial Goals

Edelman OnlineWhether you're just starting out in your career, already retired, or in between, we can help you by providing you access to the best investment management advice available. With Edelman Financial Services, you get all the services and benefits you want and need - from one of the largest and most acclaimed independent investment advisory firms in the nation. 

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Ric Edelman Free Investment Portfolio Review


The Edelman 401(k)

The simple solution for your company's retirement plan.


In his new White Paper, Bringing 401(k) Plans Into the 21st Century, Ric examines the evolution of the 401(k) and the problems that are preventing many plans from meeting the retirement savings needs of millions of Americans.

And in a new companion article, Ric details this year's upcoming rule changes that could directly affect your company's 401(k) plan.

Finally, our brochure shows you how the Edelman 401(k) Plan presents a simple yet effective solution to improve your company's retirement plan to help ensure you're in compliance with the new government regulations.

Download Your 401(k) white paper, new article and brochure »
download 401k brochure and whitepaper


Watch Ric's TV Show - The Truth About Money !

Ric Edelman uncorks the risks of investing in fine wine, talks with top financial advisors about fixed annuities, and sits down with Professor Jeremy Siegel of the University of Pennsylvania's Wharton School of Business to discuss the past 200 years of stock prices.

Click below to watch a full episode or visit thetruthaboutmoneytv.com for station listings, video clips, full episodes and much more.


Download Ric's Special Reports


Focus on Investing: Long-Term Bonds
The "Most Dangerous of Assets" – and You Probably Own It. Ric's talking about bonds. And he’s debunking today’s high level of confidence in this asset class. Learn how prospective increases in interest rates will cause long-term bond prices to fall – perhaps even plummet.



Investing for Retirement in Turbulent Times:
What You Need to Do Now

You know you must save for retirement. Download this report to learn the 5 steps to help you successfully invest. And also get Ric's 3 simple ways you can easily set aside cash for your future!



Should You Convert Your IRA to the Roth?
Should you pay now or pay later? It's a simple question, but as with many issues in the field of personal finance, the answer requires analysis.



More Special Reports »


Listen to the Truth About Money with Ric Edelman


Every week, Ric answers your questions giving you comprehensive, educational advice that is both entertaining and useful -- on investments, IRAs, retirement planning, mortgages, insurance, college planning, and much more!

Learn About the Show » | Find Stations » | Listen to Past Shows »

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News

Ric Edelman, Personal Finance Authority and National Talk Show Host, Named #1 Independent Advisor in the Nation for a Record Third Time
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Inside Personal Finance

Learn more about personal finance with Ric's award winning newsletter Inside Personal Finance.
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RIC-E Trust ®

Help save for a child’s retirement for as little as $5,000. You can do this, thanks to Ric's retirement planning tool.
Go to RicETrust®.com »

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Ric's Books

Read Ric Edelman's award winning, "The Lies About Money" -- Take control of your investments and your financial future.
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