One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day. The guy next to him attempts to start…
I know, some of you simply need a basic list of what to do when planning your retirement, and when to do it. For you, here’s a general outline.
Pick…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer lives outside the traditional workforce? In fact, the…
Financial planning really starts with who you are. That sounds deeply philosophical, and maybe it is. But ultimately, money is about providing ourselves with the sustenance to go out and…
I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side, stay on the sunny side of life. You’ll…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to disclose fees and pro rate them among plan…