by ChrisJune 28, 2012 Financial Planning, IRA Planning, Retirement Income Planning Pension Buy-Outs Put Retirement Incomes at Risk On the back of a recent pick up in performance in auto sales, auto makers are smartly looking to buy … Read More
by ChrisJune 4, 2012 Investing, Observations & Analysis I Have No Idea I wrote a post on my personal blog this morning talking about how I had no idea what was coming … Read More
by ChrisMay 8, 2012 Downsizing Downsizing to Traditional Retirement Communities Not on Boomers’ Wish Lists From MultiHousing News*: A recent study called “The Next Generation: Understanding What the Boomer Consumer Wants from Retirement Living” from … Read More
by ChrisApril 18, 2012 Financial Planning, Retirement Income Planning Longevity – Planning to Live Too Long vs Cutting Yourself “Short” In a recent MarketWatch article, author R. Powell advocates planning to live to age 100. Of course this article was … Read More
by ChrisApril 16, 2012 Asset Protection, Financial Planning Poor Liability Insurance Coverage – A Gaping Hole in Your Financial Plan Three for three… Those are the numbers on my most recent clients and whether or not they needed their liability … Read More
by ChrisMarch 26, 2012 IRA Planning, Retirement Income Planning 72T Questions Increasing As More People Choose to “Retire” Early If you’re like many people, you’re getting sick of working at your job. And instead of continuing to look for a job similar … Read More
by ChrisMarch 12, 2012 Financial Planning, Health Care & Insurance Long Term Care Insurance Won’t Get Cheaper – What You Need to Know Many retirees and near retirees consider long term care insurance as part of their overall planning package. And as you’d … Read More
by ChrisMarch 5, 2012 Downsizing Are Changing Attitudes Toward Renting vs Owning Endangering Your Home Value? “Examining 250 properties around the U.S., and going through close to 40 client files to project the financial impact of … Read More
by ChrisFebruary 22, 2012 Financial Planning, Observations & Analysis “Actual” Economics vs Macro, Micro Etc – It’s All in the Mind Many financial advisors likely feel that if their clients only understood the “fundamentals” of the financial field, they wouldn’t get … Read More
by ChrisFebruary 13, 2012 Investing, Retirement Income Planning Low Yields Forcing You to Invest in Risky Assets? Today’s low yields (low interest rates) have changed the investing landscape. Especially for retirees. Historically, when planning for retirement income, … Read More