Retirement

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Retirement

It’s Not Too Late to Max Out Your 401(k)!

If you find yourself in a high tax bracket, you get an effective “return” of as much as 46% just for contributing and having your employer match.

Retirement

401(k) Plan: Check to Make Sure You’re Doing These Two Things

While your 401(k) plan just doesn’t seem exciting enough to bother watching, you really should take a good 10 minutes today and give it a look.

Retirement

Momentum Investing: How to Not End Up Old and Broke!

Might sound like a lot, but it takes as little as 10 minutes a month.

Retirement

Compulsory Contributions: The Future of Retirement Planning?

Recently, CNBC’s Kelly Holland wrote a commentary on the apparent failure of the 401K system. She explained that the typical family only had just less than $19,000 in their retirement

Retirement

“You Are Entitled to Nothing” – Frank Underwood Is Bang on the Money

He may be a murderous bastard with no conscience, but if Frank Underwood were a real-life candidate for the presidency, I would vote for him. Frank is not a real

Retirement

Retirement, Savings, Life Expectancy…The Numbers Don’t Add Up

The Society of Actuaries should have bumper stickers. They could say things like, “I’ve Got Your Number,” or “Who’s Counting?” or some other pithy remark. The point is, I don’t

Retirement

The Jimmy Buffett Approach to Pensions and Fiscal Policy

In South Florida there is a constant background theme of everything Jimmy Buffett. His music emanates from stores and restaurants while land shark and parrot-head references abound. This doesn’t bother

Retirement

Unretirement is Unrealistic for Boomers and the Next Generation

I was reading the paper recently when I happened upon a review of the book, Unretirement (Bloomsbury Press, 2014) by Chris Farrell. The premise of the book is that boomers

Retirement

Where the Markets and Economy are Heading

There’s no substitute for looking someone in the eye as you tell them what lies ahead for the markets and economy, which is why we developed our one-day seminar series,

Retirement

The Solution: Eat People?

Recently, I drove to Venice, Florida to pick up my daughter’s friend. We chose a McDonald’s off the interstate as the meeting place, because it was convenient and had a