by ChrisApril 2, 2013 Downsizing, Health Care & Insurance Visiting an Assisted Living Facility Today I dropped by to visit my friend John DeCecca and see The Herrick House – an assisted living community … Read More
by ChrisMarch 25, 2013 Downsizing Are You Counting on Your Home Equity to Retire? cover photo courtesy of 401(k) 2013 on Flickr A recent survey by financial planning behemoth Amerprise (reported by NY Times) revealed … Read More
by ChrisJanuary 30, 2013 Investing Building a “Barbell” Portfolio I hadn’t thought of my barbell portfolio page in a while when Tim, a friend of mine emailed me recently. Here’s … Read More
by ChrisJanuary 7, 2013 IRA Planning Why IRA Contribution Indexing Is a Boon to the Self Employed images courtesy of Tax Credits via Flickr Millions of small businesses in the US are owned by people who need … Read More
by ChrisDecember 15, 2012 Asset Protection, Financial Planning Is Your Insurance Company at Risk? Is your insurance company safe? Or at risk? Editor note 2/3/16: I wrote this article in 2012. Much of what … Read More
by ChrisNovember 19, 2012 Health Care & Insurance, Retirement Income Planning, Uncategorized HSA: Mysteries of The Health Savings Account Understanding Health Savings Accounts… What the dickins is a health Savings Account? Since many people still use low deductible HMO’s … Read More
by ChrisNovember 2, 2012 Financial Planning, Investing, Retirement Income Planning In-Force Annuities – Buying Someone Else’s Foolishness Millions of people, in search of yields over 2%, have moved money from their banks accounts to financial markets. Buying … Read More
by ChrisOctober 29, 2012 Retirement Income Planning, Uncategorized Late in Life Retirement Planning for Boomers Photo courtesy of 401(k) 2012 A number of clients approach me (often they are referred) worried about a retirement shortfall. … Read More
by ChrisOctober 22, 2012 IRA Planning, Retirement Income Planning Should You Take A Pension Roll-out Lump Sum Option? A pension roll-out lump sum should only be taken after the most deliberate study of the figures. I’ve been getting … Read More
by ChrisOctober 15, 2012 Financial Planning, Retirement Income Planning, Under Age 35 Financial Independence by 50 (or 40) for Regular People What does Financial Independence mean to you? “Financial Independence” is what we used to call “Retirement.” So if you like … Read More