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
by ChrisJanuary 10, 2011 Retirement Income Planning Do You Fear Being the “Bag Lady?” Advisor Terry Savage lists the grim statistics for women facing retirement and the fact that with all of the bad … Read More
by ChrisDecember 28, 2010 Retirement Income Planning If People Are Worried About Retirement, Why Don’t They Take Action? Numerous examples have shown that many people often fail to make a good decision, even when they KNOW it is … Read More
by ChrisDecember 9, 2010 Asset Protection, Retirement Income Planning Pension Homework For You – Follow Up In terms of government pensions, I recommended that you investigate tax revenues and compare it to city budgets, and also … Read More
by ChrisNovember 30, 2010 Retirement Income Planning Pension Payout Gotcha to Look Out For The premise is in the article is that, by changing the mathematical formula that values pension payouts, you could lose … Read More
by ChrisNovember 29, 2010 Asset Protection, Retirement Income Planning Take Steps to Protect Your Pension – Now Bottom line - your retirement assets will be someone else's (gov't) OBLIGATION. I think people are learning that in this … Read More
by ChrisNovember 24, 2010 Financial Planning, Retirement Income Planning Placing Income Investments In Your IRA Before December 31? With the upcoming tax increases approaching January 1, and with Congress still at a standstill about deciding who ‘deserves’ to … Read More
by ChrisNovember 16, 2010 Retirement Income Planning You Can “Roll Over” Your Old Annuities & Life Insurance Why Even Consider an Annuity Rollover? Many people have annuity contracts that date to pre-Ronald Reagan. Because of the potential … Read More