by ChrisNovember 30, 2011 Asset Protection Liability Exposure for Retirees – Watch Out! “may I borrow your car?” A simple enough question. Perhaps your granddaughter or your neighbor’s son made this simple request … Read More
by ChrisNovember 10, 2011 Observations & Analysis, Retirement Income Planning Boomer Entrepreneur – No Better Time Than Now After coming across (for the umpteenth time) an inspiring article about people starting businesses in their late working years or … Read More
by ChrisOctober 25, 2011 Financial Planning College Planning for Older Parents and Grandparents One of the most difficult realities facing families today is the realization that saving for college is just not going … Read More
by ChrisOctober 13, 2011 Downsizing, Financial Planning, Retirement Income Planning How to Downsize Your Home Typically I write my own articles on this site (saving the task of linking good outside articles to something I … Read More
by ChrisSeptember 19, 2011 Retirement Income Planning People Want Retirement Planning Not Stock Jockeying When asked to consider where retired or near-retirement clients see the most value from them (advisory services), responses included protecting … Read More
by ChrisSeptember 1, 2011 Retirement Income Planning Income Planning is Not Just “Investment Management” Is income planning for retirement handled the same way as investment planning for future growth? In other words, should someone … Read More
by ChrisMay 30, 2011 Investing Millionaires Suffering from “Investor Fatigue” – You Also? In a recent article, Financial Advisor magazine discusses a wide-based sentiment hitting American millionaire investors – “Investor Fatigue.” Article This … Read More
by ChrisMay 13, 2011 Retirement Income Planning Roth vs Traditional IRA The debate is never ending. Should you contribute to a Roth IRA or a Traditional IRA for your retirement? I … Read More
by ChrisApril 18, 2011 Retirement Income Planning Reverse Mortgages – Questions to Consider Photo from commercial-secondmortgage.org I will admit it upfront – I have not reviewed the changes to the Reverse Mortgage market … Read More
by ChrisApril 8, 2011 Financial Planning, Investing, Retirement Income Planning, Under Age 35 Getting Paid to Save for Retirement a tax code benefit for lower income folks goes often unused… Getting paid is always a good thing. Getting paid … Read More