May 16, 2011

Divorce and Social Security

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

Pitfalls in divorce settlements

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 in Action

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

Retirement plans and fiduciary responsibilities

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

Social Security Changes

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.
February 19, 2011

The revenge of “buy and hold”

How well do you remember what happened in March, 2009?  That was the month that S&P finally stopped its historic downturn and slowly turned around.  While […]
January 31, 2011

Are Indexed Annuities bad products?

Like all other financial and insurance products, indexed annuities work well for some people but very badly for others.
January 17, 2011

Bond funds versus individual bonds

Investors can use individual bonds or bond funds in their portfolios. This post contains a brief summary of their similarities and differences.
January 17, 2011

Reducing the impact of Illinois’ tax increase

5 ways to reduce your Illinois state tax for 2011