Required Minimum Distributions: Not Such a Bad Thing After All
It isn’t wise to complain about some things too loudly. Yes, I’m talking about the
Retirement
Playing Roulette with Long-Term Care
Is this the winter of long-term care insurance? It sure is quiet. In most years
Life, Death and How Long Your Money Will Last
When I talk to large groups I like to ask a peculiar question: If you
OK, How Much Is Your 401(k) Plan Costing You?
“Fee disclosure has had an effect. The amount of requests for proposals has increased. Plan
The Little Middle Class Tax That Keeps On Rising
Both parties talk about “helping” the middle class. But will they actually do it? Don’t
For the Real Condition of Social Security & Medicare, Turn to Appendix F
Can you spell i-c-e-b-e-r-g? Well, we’ve hit one and our ship is taking on water.
The Good Life Is also a Long Life
Sarasota, Florida. There are, very roughly, three kinds of elderly people in America. There are
How Much Are Social Security Benefits Worth?
OK, look that big gift horse in the mouth. How much are Social Security benefits
The Sublime Benefits of Death
When it comes to retirement and living without a paycheck, older people have a sublime
The Amazing Half-Full Glass
OK, I’ll admit it. I’ve been practicing saying that I am 70 years old for
Take Your Pick: Low Cost or High Match?
Today’s pop quiz: Which would you rather have? A 401(k) plan with a big employer