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 […]
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 […]
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.