by ChrisAugust 7, 2012 Financial Planning, Investing, Under Age 35 Young Investors Need to Think of the Endgame (Photo used with Creative Commons permission from the Vancouver Library) on Flickr In the past, If you could actually get … Read More
by ChrisJuly 27, 2012 Asset Protection, Financial Planning New Florida Law Simplifies Divorce and Beneficiary Conflicts (Photo used with Creative Commons Permission from JD Hancock on Flickr) In the past, divorcees who did not update beneficiary … Read More
by ChrisJuly 19, 2012 Downsizing, Retirement Income Planning It’s Not Just American Seniors That Want to Avoid Nursing Homes – Chinese Seniors Too (photo by Fechi Fajardo used with Creative Commons Permission from Flickr) It’s fairly common knowledge in the financial planning and … Read More
by ChrisJuly 16, 2012 Investing, IRA Planning, Retirement Income Planning, Under Age 35 6 Inherited IRA Mistakes to Avoid Note on Inherited IRA Mistakes: IRA issues can affect multiple generations! Inheriting an IRA is not like inheriting a car. … Read More
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