September 1, 2011
In August, 2010, I wrote about the opposite approaches that arguably two of the most successful investors of all time have taken related to bonds. Bill […]
August 25, 2011
According to an article today (8/25/2011) on Kiplinger.com, the National Business Group on Health issued a report that shows we can expect to pay more for […]
August 23, 2011
In an article that appeared on Smartmoney.com (http://blogs.smartmoney.com/advice/2011/08/22/when-401k-loans-are-a-smart-move/) on August 23, 2011, Olivia Mitchell from the Wharton School of Business and David Wray of the Profit […]
May 19, 2011
One of the biggest financial impacts of retirement is the mind-set change that is needed to manage your portfolio. Prior to retirement, financial planners recommend having […]
May 16, 2011
Like anything related to Social Security, the rules for people who are divorced start out straight forward, but can get very complicated as your situation changes. […]
April 12, 2011
A recent episode of “The Good Wife” featured a story line about divorce. While the show is not intended to be a “how to” guide for […]
March 15, 2011
Diversification is a great way to reduce the ups and downs in your portfolio. This morning, the effects of the earthquake in Japan and related issues […]
March 10, 2011
One of the “hot button” issues with retirement plans is the Department of Labor (DOL) plan to label people that provide services to an employee retirement […]
March 7, 2011
New Social Security rules change your ability to take advantage of loopholes in the system and some strategies written about before December 8, 2010 are no longer allowed.