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Oh, Those Golden Years!
- September 10, 2020
- PlanningRetirement
What makes the Golden Years golden. Well, it’s certainly not the wording! For photographers the “golden” hour takes place usually around...
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What are the Best Ways to Save during the Pandemic?
- August 14, 2020
- Covid-19PlanningRetirement
The best time to plant a tree is 20 years ago; the second best time is now! So, now each one...
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Can I Navigate these Difficult Financial Times on My Own?
- May 20, 2020
- PlanningRetirementUncategorized
By Cokie Bernyi The answer to the above question is — probably not successfully. Or at least not as well as...
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Groundhog Day Has Come and Gone
- February 5, 2020
- PlanningRetirementUncategorized
We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...
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Finishing Well — Have You Heard of Negative Splits?
- January 30, 2020
- PlanningRetirement
For years, I have trained to climb the tallest mountains in the world. Recently, I climbed Mt. Kilimanjaro, and this May,...
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The Time to Plan is Now
- December 6, 2019
- 401kRetirement
I wish I had enough time and space here to write fully about retirement. Today, more and more people are thinking...
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Examining Employment Weekly Update – May 9, 2018
- May 9, 2018
- MarketsRetirementUncategorizedWeekly Update
Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and...
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Want To Claim Back 21% Of Your Retirement Savings?
- August 25, 2016
- 401kFiduciary DutyRetirement
Did you know that if you’re not careful, 21% of your retirement nest egg will be forfeited to excessive fees and...
Year of the G’s: What You Don’t Know About Annuity “Benefits”
- January 22, 2015
- RetirementVariable Annuities
2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...
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Converting an IRA to a Roth for Financial Success
- December 22, 2014
- IRARetirement
You have less than 2 weeks to decide whether you’re converting an IRA to a ROTH… but why on earth would...