Category Archives: RETIREMENT PLANNING

Has Kiplinger’s Sold Out? Bad Advice and Bias (Part 1 – Retirement)

“Whereas mutual fund advertising accounts for 3.8 percent of advertising revenues at the Wall Street Journal and 1.1 percent at the New York Times, it accounts for 15 percent at Money, 16 percent at SmartMoney, and 28 percent at Kiplinger’s.” … Continue reading

Posted in COLLEGE PLANNING, PRINCIPLES OF PROSPERITY, RETIREMENT PLANNING | Tagged , | Leave a comment

Should You Liquidate Your 401(k) Early?

“I would blow up the system and restart with something totally different.” – Ted Benna, “father” of the 401(k), as told to MarketWatch.com As investors start to educate themselves about investing, many begin to realize that their 401(k) might not … Continue reading

Posted in 401K's & IRA's, ALTERNATIVE INVESTMENTS, LIFE SETTLEMENTS, RETIREMENT PLANNING, WEALTH-BUILDING | Tagged , , , , | Leave a comment

Life Expectancy in America (You’ll Live Longer Than You Think!)

“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

Posted in HEALTH and WEALTH, RETIREMENT PLANNING | Tagged , , , , | Leave a comment

Not-So-Smart Planning: Is “Conventional Wisdom” Threatening Your Financial Future?

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

Posted in 401K's & IRA's, ALTERNATIVE INVESTMENTS, PERSONAL FINANCES, RETIREMENT PLANNING | Tagged , , , , , , | Leave a comment

BOOK ANNOUNCEMENT: We’re Busting the Retirement Lies!

“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

Posted in 401K's & IRA's, PRINCIPLES OF PROSPERITY, PROSPERITY ECONOMICS, RETIREMENT PLANNING, SAVING MONEY, WEALTH-BUILDING | Tagged , , | Leave a comment

Universal Life: The Inconvenient Truth about the “Other” Permanent Insurance

“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

Posted in CASH VALUE INSURANCE, INVESTING ADVICE, RETIREMENT PLANNING | Tagged , , , , , | 13 Comments

What’s RIGHT About Target-Date Funds?

“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

Posted in 401K's & IRA's, CASH VALUE INSURANCE, RETIREMENT PLANNING, TARGET-DATE FUNDS, WEALTH-BUILDING, WHOLE LIFE INSURANCE | Leave a comment