An investing guru who wants to rescue your retirement
Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over...
top of page
Search
Steve Martin
Apr 19, 20142 min read
Breaking down retirement risks – MarketWatch
This is a very good article about the risks you face in retirement. It was written by Wade D. Pfau, Ph.D., CFA, , a Professor of...
2 views0 comments
Steve Martin
Apr 19, 20141 min read
Invest in a Roth 401(k) If You Can
This is a good article about the value of using a Roth 401k – which I find are becoming available much more frequently. They are a good...
3 views0 comments
Steve Martin
Feb 10, 20141 min read
8 secrets for success from early retirees – Andrea Coombes’ Working Retirement – M
Don’t trash your goals because you think they are impossible. Steve ====================================== A fair number of people, it...
1 view0 comments
Steve Martin
Feb 10, 20141 min read
Should you retire to college?
One more creative retirement idea! ======================================= Don and Joyce Parker whip out their IDs whenever they want to...
0 views0 comments
Steve Martin
Sep 19, 20132 min read
Rick Kahler: Delayed Filing Best Social Security Investment | Kahler Financial Group
Once you hit age 62, what’s an investment class that can give you a high guaranteed return with almost no risk? Bonds? Equities?...
2 views0 comments
Steve Martin
Sep 14, 20132 min read
Six Things to Worry about in Your 401(K)
A 401(K) plan is a great investment option for those who have one available. However, you need to make sure that you are getting the...
0 views0 comments
Steve Martin
Jun 24, 20131 min read
What’s the Plan?
More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
2 views0 comments
Steve Martin
Jun 24, 20131 min read
What’s the Plan?
More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
2 views0 comments
Steve Martin
Jun 18, 20131 min read
4 Ways to Calculate Your Retirement Number – Yahoo! Finance
When it comes to retirement planning, most of us are consumed by figuring out “the number” – that elusive savings goal we aim to hit by...
1 view0 comments
Steve Martin
May 15, 20131 min read
8 common mistakes retirees make
Paul Merriman has done a good job capturing the common mistakes retirees make. I see a lot of them in my practice. Steve...
2 views0 comments
Steve Martin
May 4, 20131 min read
New Roth IRA Rules for 2013
This is a good article from Rick Rodgers regarding the new Roth rules for 2013. Steve ====================================== The Roth IRA...
1 view0 comments
Steve Martin
Apr 28, 20131 min read
Five Things Advisors Should Tell Clients About Retirement
In this this article, Robert Laura takes a different, and interesting, perspective on retirement. His key key points include:1) Health...
1 view0 comments
Steve Martin
Apr 23, 20131 min read
Is A $3 Million IRA Sufficient For Retirement? – Forbes
President Obama’s understanding of financial planning is fundamentally flawed. In his latest budget, the chief executive proposed a cap...
1 view0 comments
Steve Martin
Apr 3, 20131 min read
The Best Tax Breaks for Retirement Savers
The federal government encourages saving for retirement by giving tax breaks to people who save in specific ways. There are several types...
1 view0 comments
Steve Martin
Mar 31, 20132 min read
9 Simple Ways to Worry Less About Retirement
There are some great ideas in this article by Joe Udo. Steve =================================== Last week, the Employee Benefit Research...
0 views0 comments
Steve Martin
Mar 10, 20131 min read
Retirement Planning Falling on Deaf Ears
Financial services firms spent over $1 billion advertising investment and retirement services in 2011, according to Kanter Media, and...
0 views0 comments
Steve Martin
Mar 10, 20131 min read
Clocking Out: Tax Planning for Clients Near Retirement | Retirement Planning content from WealthMana
For the last 30 or 40 years, clients who are near retirement have been working and saving every dollar possible, and while they’re almost...
0 views0 comments
Steve Martin
Mar 10, 20131 min read
Defining Retirement
Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with...
1 view0 comments
Steve Martin
Mar 10, 20131 min read
Testing Two Retirement “Truisms” | Retirement Planning content from WealthManagement.com
Here are two comments I hear so often from pundits and financial planners that they have become truisms: “People should discount the...
2 views0 comments
bottom of page