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
by ChrisOctober 4, 2012 Cheap Ba***rd, Health Care & Insurance, Retirement Income Planning Saving on Healthcare – Excessive Medications My great aunt Rosie was quite a character – she constantly barked at my Uncle Angelo about every little thing … Read More
by ChrisAugust 31, 2012 Financial Planning, Retirement Income Planning Social Security Maximization – the Hottest Topic in Financial Planning Over the past 12 months, I have been peppered increasingly with questions from my near-retired clients on social security questions: … Read More
by ChrisAugust 20, 2012 Observations & Analysis, Retirement Income Planning Retirement Income Planning Credentials Demystified I just saw a story that the Insured Retirement Institute (IRI) would be putting out a new retirement income designation … 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 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 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