I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…
If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…
Just about everybody these days is on a listserve of some sort (e.g., YahooGroups). I’m on too many listserves, but I get…
Or, perhaps better said, being a landlord is becoming more profitable. A Deutsche Bank study recently released shows that renting a home…
Many of the business owners I have been working with tell a similar story over the last four to five years: Business…
Okay, I’ll throw my hat into the contest ring of “Where will mortgage interest rates be this year?” My answer is “higher…
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…
There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…
