money

Has Investment Volatility Been Keeping You Awake at Night?

It sure seems like we’ve had our fair share of investment volatility of this century.  There have been two major…

8 years ago

Now the Good News!

Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as…

8 years ago

How Long Will Retirement Last? What is My Life Expectancy?

One of the greatest worry’s for anyone who is retired, is running out of money. Of course, if we knew…

8 years ago

Stop-Loss The Hidden Key to Health Insurance Savings?

Many employers provide or share the cost of health insurance, for their employees.  This is a wonderful benefit.  Since many…

9 years ago

Creative Retirement-Housing Options

Last blog we shared some ideas about how boomers may be able to retire on less money than many experts…

9 years ago

Secrets of How Boomers Can Retire Comfortably!

Much has been written about the inadequate level of saving by Baby Boomers in America.  Not a day goes by…

9 years ago

When Investing Read the Not-So-Fine Print!

Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…

9 years ago

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…

9 years ago

Why did my Mutual Fund Crash and Burn?

Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…

9 years ago

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…

9 years ago