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Category Archives: RETIREMENT PLANNING
“You’re not getting old; you’re getting ready.” -Ernestine Shepherd, the world’s oldest female competitive body builder. It’s a Fact: Americans Are Living Longer According to the CDC (Centers for Disease Control and Prevention), life expectancy in the U.S. now stands … Continue reading
My Conversation with Elder law Attorney Nicole Wipp on the Smart Planning 101 Podcast “Financial Planning Does Not Work.” – Nicole Wipp Nicole Wipp of the Smart Planning 101 Show is an Elder Law Attorney who grew up in a … Continue reading
“Busting the Retirement Lies makes a compelling argument that we’ve been thinking about aging all wrong… and not just financially speaking.” – Nelson Nash, best-selling author of Becoming Your Own Banker It’s Time to Re-Think Retirement! Is this idea of … Continue reading
“The insurance industry has a dirty little secret that threatens the retirement plans of millions of unsuspecting families. “The problem is buried in the fine print of universal life policies…” John E. Girouard, Forbes.com,“Retirement Disaster Looms for Universal Life Policyholders” … Continue reading
“Target-date funds… are the lazy investors dream.” -The “Buy Like Buffet” blog If you’ve been following our blog, you’re aware that we’re not big fans of target-date funds.They have suffered from poor market performance, higher-than-necessary fees, and other substantial problems … Continue reading
PART 4 of our “Target-Date Investing: Ten Investment Mistakes Wall Street Hopes you Make” series. “In my opinion, they (target-date funds) should come with a label that says, ‘Warning: This target-date fund is loaded with equities that may be hazardous … Continue reading
Part 3: Target-Date Investing: Ten Investment Mistakes Wall Street Hopes You Make ” ‘Through’ funds have been concocted as (1) an excuse for the 2008 failure and (2) a grab at keeping assets longer.” – Ron Surz, Target Date Solutions … Continue reading