Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over...

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...

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...

Don’t trash your goals because you think they are impossible. Steve ====================================== A fair number of people, it...

One more creative retirement idea! ======================================= Don and Joyce Parker whip out their IDs whenever they want to...

Once you hit age 62, what’s an investment class that can give you a high guaranteed return with almost no risk? Bonds? Equities?...

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...

More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

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...

Paul Merriman has done a good job capturing the common mistakes retirees make.  I see a lot of them in my practice. Steve...

This is a good article from Rick Rodgers regarding the new Roth rules for 2013. Steve ====================================== The Roth IRA...

In this this article, Robert Laura takes a different, and interesting, perspective on retirement.  His key key points include:1) Health...

President Obama’s understanding of financial planning is fundamentally flawed. In his latest budget, the chief executive proposed a cap...

The federal government encourages saving for retirement by giving tax breaks to people who save in specific ways. There are several types...

There are some great ideas in this article by Joe Udo. Steve =================================== Last week, the Employee Benefit Research...

Financial services firms spent over $1 billion advertising investment and retirement services in 2011, according to Kanter Media, and...

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...

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with...

Here are two comments I hear so often from pundits and financial planners that they have become truisms: “People should discount the...