Tag: retirement planning

Retiree Perfect Storm Coming In 2020 and 2021?

What a year for investors. What a decade for investors. We’re going to be reading all about it in the next several days since...

Retirement Planning: Annual Investor Checkup For Year 2020

One of my more popular, virtue-signaling, tweets recently was about how I have maxed out my Roth IRA for 16 straight years, 457(b)/401(k) 8...

Why And How Traditional Financial Planning Is Failing

People who have retired in the last 5-10 years are facing daunting challenges. Adding to their frustration is that the financial plan upon which...

Is It Time To Reduce Your Stock Market Exposure?

That is a great question. And one that only you can answer. To some extent, your level of stock market exposure depends upon your...

Inherited IRA’s Could See Changes With Obama Budget

In his latest budget that was submitted to Congress, President Obama included 6 changes involving Individual Retirement Accounts (IRA's), including Inherited IRA's. So, why...

Why Traditional Financial Planning Is Failing Many

People who have retired in the last 5-10 years are facing daunting challenges. They have seen the value of their homes and their retirement...

Rising Health Care Costs Stretching Middle Class

By Jeff Voudrie     Actuaries predict that Obama-care costs will result in an increase in claims costs of 60% in California and possibly up to...

Retired Investors: Does The Department of Homeland Security Know Something We...

By Jeff Voudrie      Recent purchases of billions of rounds of ammunition and 1400 Armored Vehicles for use WITHIN the United States should cause retirees...

Why a Good Financial Planner Is Undervalued

By Chris Wrenn     Financial services professionals go by a lot of different titles these days. Whether you work with an advisor, or...

Prepping for the Retiree Crisis: How to Survive and Thrive In...

By Jeff Voudrie Many retirees are coming to the realization that the assumptions they were given on how long their money will last were wrong. Now,...

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