Jun 27, 2019 | Estate Plan, financial plan, Uncategorized
Do you remember when you last reviewed your estate plan?If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do).It is...
Jun 11, 2019 | 401 progress, 401(k) fees, 401(k) limits, 401k, 401K happiness, family wealth, financial plan, Uncategorized
We all have been in the situation of deciding whether to cash out our 401(k) upon termination of employment or roll it over to an IRA. This is an excellent article on the “mistake” of taking the money and the ramifications this decision carries. Key takeaways There...
May 29, 2017 | Uncategorized
“Clues to a Ruse. Don’t even consider outfits that bid jobs sight unseen, that answer the phone with generic greetings such as ‘movers’ rather than a specific company name (unscrupulous movers use multiple names to elude angry customers), or whose… Read more › The...
May 27, 2017 | Uncategorized
“The combination of working longer and waiting to start Social Security benefits is a reasonable way for older workers to address the modern realities of longer lifespans and meager retirement savings,” writes Steve Vernon in a cbsnews.com MoneyWatch article.… Read...
May 25, 2017 | Uncategorized
In another superb cbsnews.com MoneyWatch column, Steve Vernon asks: “Are you among the nearly half of Americans who can’t pass a financial literacy quiz?” “Being able to ace such a test is important for all age groups, but perhaps even… Read more › The post RETIREMENT...
May 24, 2017 | Uncategorized
With apologies to the classic film “The Graduate,” here’s our one word for today: plastic. “Having credit card issues? At least 26,600 other frustrated people are right there with you,” writes Maria Lamagna in an interesting piece for marketwatch.com. “The… Read more...
