Reflections on an article from IBD I read last week… The number of retirees moving to Florida has decreased over the …
Today I dropped by to visit my friend John DeCecca and see The Herrick House – an assisted living community …
cover photo courtesy of 401(k) 2013 on Flickr A recent survey by financial planning behemoth Amerprise (reported by NY Times) revealed …
I hadn’t thought of my barbell portfolio page in a while when Tim, a friend of mine emailed me recently. Here’s …
images courtesy of Tax Credits via Flickr Millions of small businesses in the US are owned by people who need …
Is your insurance company safe? Or at risk? Editor note 2/3/16: I wrote this article in 2012. Much of what …
Understanding Health Savings Accounts… What the dickins is a health Savings Account? Since many people still use low deductible HMO’s …
Millions of people, in search of yields over 2%, have moved money from their banks accounts to financial markets. Buying …
Photo courtesy of 401(k) 2012 A number of clients approach me (often they are referred) worried about a retirement shortfall. …
A pension roll-out lump sum should only be taken after the most deliberate study of the figures. I’ve been getting …