Posts Tagged "retirement opportunities"

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…

Making Sure Your Tools Still Make Your Plan Work

Apr 25 2011

The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

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…

Predicting the Future Is Easy

Jan 17 2011

‘Tis the season of predictions for the new year.  From where the S&P will end up to who will win an Oscar,…

This Is Not Your Parents’ Retirement

Jan 10 2011

Last week I had the opportunity to give three presentations about what I do and how I do it.  I’ve been practicing…

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