Going through a divorce? Understand QDROs.
Friday May 29, 2009
Admittedly, retirement planning is probably not the number one concern for those people currently going through a divorce. Yet sooner or later, the conversation will turn to the disposition of ... Read More
Convert your IRA to a Roth?
Tuesday May 26, 2009
Most of the news about the stock market over the last couple of years has been negative - and for good reason. But if you're looking for a silver lining, ... Read More
Estate taxes and retirement
Thursday May 21, 2009
Although you should consider estate planning long before you enter retirement, many people understandably revisit the potentially complex issues upon leaving the workforce. Having a coordinated approach, especially if ... Read More
Vesting schedules matter
Monday May 18, 2009
You should never turn down the free money an employer matching program provides. You've probably heard that before, likely repeatedly. While it's quite easy to make such a mistake, ... Read More
Higher taxes and your retirement
Thursday May 14, 2009
While Benjamin Franklin said "In this world nothing is certain but death and taxes," Will Rogers took it a step further when he noted that "The only difference between death ... Read More
Save more, all year long
Monday May 11, 2009
In addition to senior discounts at some of the more friendly local establishments, those who will reach their 50th birthday before the end of the year can benefit from some ... Read More
Are your kids wrecking your retirement?
Friday May 8, 2009
Much has been written about how today's retirees are members of the sandwich generation - not only saddled with the costs of their own retirement, but also, in many cases, ... Read More
Your 401(k) Money: Stuck?
Tuesday May 5, 2009
An article in today's Wall Street Journal, 401(k)s Hit by Withdrawal Freezes discusses how some investors are having difficulty accessing their 401(k) retirement funds. Since an employee's 401(k) ... Read More
When do you rebalance your portfolio?
Friday May 1, 2009
Much has been made over the years about the importance of periodically rebalancing your portfolio. The idea is that over time certain asset categories will outperform others. If ... Read More

