Make the Most of Your 2017 Employee Benefits
The fall open enrollment period is just around the corner. If you’re like most people you’ll give it little attention and just stick with whatever you have this…
Retirement
Turn a Child/Grandchild’s Summer Job into a Retirement Windfall.
If you have a child or grandchild who is going to get paid for work this summer, I want you to consider a way to gift them a…
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…
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…
Conquer Your Retirement Fears
I don’t know about you, but if I see or hear of one more survey about how panicked most Americans are about their retirement, I will scream. That…
Why Employer-Provided Life Insurance is Dangerous
One of the most dangerous mistakes you can make is to rely on the life insurance your employer offers up as benefit. Here’s why: 1.
What You Need to Know About Social Security “Going Broke.”
You know that I think it is smart to delay taking Social Security as long as possible, so you can then receive the biggest possible Social Security payout.…
A Message for Husbands: Your Wife Should Drive the Retirement Planning
One of the most common things I hear from many couples is that the husband likes investing and planning, and thus wives are all too happy to let…
The Biggest Retirement Planning Mistake
A recent report that studied the 401(k) savings habits of millions of workers found that one in four of you are not contributing enough to your account to…