Category Archives: retirement

credit cards, insurance, Long Term Care, retirement · September 22, 2016

How to Deal with a Rate Increase on Your Long-Term Care Insurance Policy

Many of you are asking me what to do when you receive a rate increase on your long-term care insurance policy. You know my advice for years has been to not buy long-term care insurance unless you can afford a…

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investing, IRAs/401(k)s, retirement, saving, Stocks/Bonds/ETFs · September 21, 2016

How to Wring More From Your 401(K)

You may have heard or read recently about some high profile retirement plan sponsors being sued by plan participants for high fees in the plan. Financial service firms-yep, folks who run mutual funds-have been hit with lawsuits, as have the…

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investing, retirement, saving · September 14, 2016

The Stealth Retirement Move That Can Save You a Bundle

When it comes to planning for a secure retirement I bet you have the major strategies covered: -Invest in your 401(k) or 403(b) up to point of the match? Check -Save in a Roth IRA? Check -Aim to have your…

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retirement · September 11, 2016

CONSUMER WARNING: CNN/SUZE ORMAN email Hoax

My dear Friends, If you receive an email that talks about me on CNN quoting something like “Brexit is Destroying the American Economy”, Please DELETE it. This is an internet scam from something they are calling Global Payday System. They…

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · May 18, 2016

4 Ways to Save on a Wedding

I am on the record that only couples in great financial shape should spend money on an expensive/large wedding. But for those of you who are just going to plow ahead despite shaky finances, please at least make the most…

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retirement, saving · May 11, 2016

That $30,000 Wedding Really Costs You $130,000 Or More.

The average cost of a wedding is now more than $30,000. As I have explained in How to Budget for a Wedding, spending even $3,000 on a wedding is a bad move if you have credit card debt, have yet…

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debt, insurance, Long Term Care, retirement · April 27, 2016

Are You Fluent in the Language of Wealth?

I spend a lot of time helping people work out a plan for overcoming a financial challenge. Quite often the bulk of my work is in getting them into the right frame of mind. Financial problems are so stressful it…

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estate planning, must have documents, retirement, saving · April 6, 2016

Are You Making This Dangerous Retirement Planning Mistake?

I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10 Americans say they plan to keep working past the age of 65.

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Long Term Care, retirement · February 17, 2016

A Retirement Planning Must for Women

You know I have long recommended that every household look into obtaining long-term care insurance (LTCi). Given our increasingly long life spans and the fast rising cost of health care, an LTCi policy can be the linchpin of a secure…

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