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In: Retirement

Can I Navigate these Difficult Financial Times on My Own?

By Cokie Bernyi The answer to the above question is — probably not successfully. Or at least not as well as...

Groundhog Day Has Come and Gone

We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...

Finishing Well — Have You Heard of Negative Splits?

For years, I have trained to climb the tallest mountains in the world. Recently, I climbed Mt. Kilimanjaro, and this May,...

The Time to Plan is Now

I wish I had enough time and space here to write fully about retirement. Today, more and more people are thinking...

Examining Employment Weekly Update – May 9, 2018

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and...

Want To Claim Back 21% Of Your Retirement Savings?

Did you know that if you’re not careful, 21% of your retirement nest egg will be forfeited to excessive fees and...

Year of the G’s: What You Don’t Know About Annuity “Benefits”

2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...

Converting an IRA to a Roth for Financial Success

You have less than 2 weeks to decide whether you’re converting an IRA to a ROTH… but why on earth would...

What You Don’t Know About Variable Annuity Funds Could Postpone Your Retirement

The most complex of investment products on the market are variable annuity funds.  And with complexity comes opportunity…to the annuity seller. ...

3 Troubling Retirement Planning Statistics You Need To Know

There are 3 retirement planning statistics that trouble me the most – and investors need to know how to protect their...