I like the format of this article from the Wall Street Journal; two financial experts argue the pro’s and con’s of Long Term Care Insurance. My 2 Cents: every one should consider Long Term Care insurance. Price the potential policy … Continue reading
A well researched story from the NY Times about how several people have used their IRA’s to invest in real estate. It is not a move for the faint-hearted, however. You should be an experienced real esate investor, and understand … Continue reading
Very sad but true commentary on the state of affairs for our 401(k)’s from the New York Times columnist Joe Nocera. I sure hope he is wrong, but the statistics are overwhelming: we are at the beginning of a retirement … Continue reading
Pay close attention to this article from Smart Money, as you consider making allocation changes in your company 401(k) or 403 (b) plan. Some good points on the difficulties the mega funds have staying out of their own way. Come … Continue reading
This Wall Street Journal Article provides a good list of resources for Social Security planning. And here is another good tip on receiving spousal benefits from Social Security via a “claim & suspend” strategy. Still unsure about how to implement … Continue reading
This short article from the NY Times makes very good recommendation: sit down with your financial planner to make sure that taking a reverse mortgage out early in retirement to pay down debt is really the right way to go.
This book review from the Wall Street Journal gives me some good ideas about the mind set you need to develop for good retirement or life planning. I plan on reading this book by Noble prize winning psychologist/economist Daniel Kahneman, … Continue reading
From the Wall Street Journal: From obvious mistakes like not having a retirement plan, to more subtle ones like not evaluating your 401(k)- come see me to make sure you are focusing on the right things!
A terrific article about retiree’s second acts: from physician to bookbinder, from HR consultant to socially responsible jewelry making. Inspiring reading!
A good article from the Wall Street Journal about the challenges couples face when one spouse wants to retire, and the other doesn’t. You might need a therapist and a financial planner to help you sort it all out.
