Posts Tagged "investments"

Retirement: Planning for Schedulers

Jun 20 2017

I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…

Retirement: Planning in Threes

Jun 16 2017

Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…

How To Make the Most of Your 401(k)

Jul 11 2011

401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…

You Can Maximize Your 401(k) and Its Returns

May 23 2011

If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…

Owning a Home Becoming Cheaper Than Renting

Mar 21 2011

Or, perhaps better said, being a landlord is becoming more profitable.  A Deutsche Bank study recently released shows that renting a home…

Volatility Threatens Your Business and Your Portfolio

Mar 08 2011

Many of the business owners I have been working with tell a similar story over the last four to five years:  Business…

Lanning on 2011 Mortgage Rates: Higher But Still Good

Feb 07 2011

Okay, I’ll throw my hat into the contest ring of “Where will mortgage interest rates be this year?”  My answer is “higher…

Your Company’s 401(k) Is Not As Great As You Think

Jan 31 2011

I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement.  It’s…

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

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