TAKE IT TO THE MAX? MAYBE YES, MAYBE NO–PART 1

TAKE IT TO THE MAX? MAYBE YES, MAYBE NO–PART 1

It didn’t have an incendiary, attention-grabbing headline, but Why You May Not Be Able to Max Out Your 401(k), was provocative enough to make us sit up and read. The superbly detailed Morningstar.com story by Christine Benz provides invaluable insights on ”what to do...
CASE CLOSED

CASE CLOSED

Requiring as they occasionally do a lawyer to fully understand them, we don’t generally review all the facts, arguments, conclusions and implications of Supreme Court rulings in this space. But one affecting terms under the Employee Retirement Income Security Act...
ACT TWO

ACT TWO

Retirement can mean many things, but it’s not often thought of as an entrepreneurial “second act.” But, in fact, as New York Times reporter Elizabeth Olson wrote in a perceptive piece from the newspaper’s special retirement section–headlined TURNING  HOBBIES...
HOUSING PRICES—THE WORD IS GAIN, NOT PAIN

HOUSING PRICES—THE WORD IS GAIN, NOT PAIN

Who doesn’t crave encouraging news, and there was indeed some in a May 28 New York Times piece by Catherine Rampell reporting that “Americans are in a buying mood, thanks largely to the housing recovery.” Here is the first section of her excellent article: “The latest...