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…
The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…
I know what a vast majority of you are doing today: You’ve gotten over your fear that your accountant has forgotten you. …
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…
‘Tis the season of predictions for the new year. From where the S&P will end up to who will win an Oscar,…
Last week I had the opportunity to give three presentations about what I do and how I do it. I’ve been practicing…
