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Planning to Survive Disaster

Great financial planning requires you to employ two contrasting skills Focus intently on your end objective, whether a comfortable retirement or a certain net worth yet remain flexible for the inevitable bumps in the road. How can you balance Source
Posted On 08 May 2015

Finding Extra $$ to Save

Who can save for retirement these days? You can, if you know where to look and honestly assess what you can live without. Recently I had fun with some of my undergraduate students. I asked my entire class to Source
Posted On 08 May 2015

Should You Invest Your Retirement Savings in an Immediate Annuity?

In a world of complex financial products, immediate annuities are refreshingly straightforward. You hand over a lump sum to an insurance company and you get a monthly check, usually for the rest of your life. The drawback? Once you’ve Source
Posted On 08 May 2015

Retirees, Should You Buy or Rent When Downsizing?

You are empty nesters and you are thinking Our five bedroom family home sure seems a bit, well, large, not to mention a money drain. It’s time to move to a smaller place. But now you need to decide Source
Posted On 08 May 2015

8 Fascinating Traits Billionaires Have in Common

By Josh Felber for A top-notch education alone isn’t enough to strike it rich. You can go to the best university in the country and enroll in numerous professional courses, but nothing compares to the education you can receive after spending some time learning...
Posted On 07 May 2015

How To Use ETFs To Reduce The Tax Bite In Your Portfolio

Now that the 2014 tax season is in the rear view mirror, it is a perfect time to start analyzing and strategizing your game plan for 2015. With two-thirds of the year still to go, there are a number of smart moves you can make to reduce the impact of future taxes that will have...
Posted On 07 May 2015

5 Questions You Should Ask About Social Security

By Jeff Yeager for A small church near where we live posted the following on their roadside marquee awhile back: “Jesus: The Only Social Security You Can Depend On.” At the risk of being accused of blasphemy, I really question that claim — not on its religious...
Posted On 07 May 2015

Gen Y: How Much to Invest?

Millennials (born between 1980 and 2000, aka Gen Y) drown in advice about investing for  retirement  and growing wealth to achieve financial goals. How much to scrape out of each paycheck to grow yourself a sufficient nest egg? Hard Source
Posted On 07 May 2015

Retiring Like Your Parents

Paul was a comfortably retired dad with a financially strapped son, whose own retirement prospects appeared dim. But grown sons too often don’t listen to their fathers. That’s why Paul called in his advisor to help his offspring, John. Source
Posted On 04 May 2015

Why Working Longer to Save More Is a Bad Retirement Strategy

By Morgan Quinn for If your retirement plan mostly consists  of working longer to earn and save more money, you might need to rethink that strategy. The 2015 Retirement Confidence Survey from the non-profit Employee Benefit Research Institute (EBRI) and...
Posted On 04 May 2015