June 5, 2012

401(k) rollovers – make sure you know all the rules before you start

Here’s why: A 56 year old attorney left his job.  Soon thereafter, he did a 401(k) rollover into a SEP IRA.  The next year (age 57), […]
May 31, 2012

Retirement planning for women

Do women need different retirement planning services than men?  If you listen to the advertising campaigns of many brokerage companies and so-called “financial planners”, the answer […]
April 16, 2012

Roth versus Traditional IRA – the hidden assumption

It’s almost tax day, and as usual we are seeing a lot of articles about whether people should use a Traditional IRA or a Roth IRA.  […]
March 15, 2012

Dividend Investing

In the last year or so, I have seen a renewed interest in “dividend investing”.  Dividend investing means that people select what stocks to buy based […]
February 4, 2012

Til Debt Do Us Part

I recently  did an interview with Canada’s Anokhi Magazine about newlyweds and money.  Click here or copy this to a new browser window:   http://www.anokhimagazine.com/dollars-sense/till-debt-do-us-part. In […]
September 1, 2011

Buffett versus Gross – We have a winner!

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

2012 Health care costs

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

The worst advice EVER!!

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

Managing your portfolio in retirement

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 […]