Posts Tagged "retirement plan"

Children and Money: Give an Allowance, Get Out of the Way

Jun 28 2017

In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills…

Children and Money: Teaching Them to Fish

Jun 26 2017

One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day.…

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. …

Navigating the Waters of Long-term Care Insurance

Mar 14 2011

I’m almost afraid to take on this one, but here goes. I’m in the process of deciding on long-term care for my…

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