Category Archives: RETIREMENT PLANNING

The Truth Behind Qualified Plans

Who Benefits from YOUR Retirement Account? In this episode, Kim D.H. Butler and NO BS Money Guy Todd Strobel tell the real story of the qualified retirement plan. Who really benefits? Which types of plans give you the most freedom … Continue reading

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Should You Invest Inside Your Retirement Plan?

The following article is reprinted with permission from Tom Wheelwright’s Weekly Report.  Tom Wheelwright, CPA, is one of the nation’s leading tax advisors for investors and entrepreneurs. Also a well-known speaker and educator on wealth, tax reduction and asset protection, … Continue reading

Posted in 401K's & IRA's, INVESTING ADVICE, RETIREMENT PLANNING, WEALTH-BUILDING | Tagged , , , | Leave a comment

When to File for Social Security Income: How Soon is Too Soon?

“Retirement at sixty-five is ridiculous. When I was sixty-five I still had pimples.”  – George Burns The First Baby Boomer Kathleen Casey-Kirschling was born one second after midnight on January 1, 1946. As such, this retired Maryland teacher has the honor … Continue reading

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

“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 , | 1 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

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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

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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

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