What You Need To Know About Pension Options

If you are retiring or leaving your current employer for whatever reason (laid off, quit, etc.) and you have a pension, you may have the […]

How to Create Your Own Pension

The pension, as we know it, has pretty much gone the way of the dinosaur. The ongoing exception is the public employment sector.  However, most […]

More Republican Presidential Candidates than Retirement Opportunities?

The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming.  Just […]

Is Your Financial Advisor for “Real”?

I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a […]

Is Your Financial Planner an Insurance Agent? updated Oct’14

It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity […]

Alternative Investments to Reduce Medicare Surtax

This is a simplified article to bring attention to the change and provide rudimentary guidance as to what you can do to help avoid the […]