In my late 40’s, fresh out of a divorce, I took stock of my life. I had a good job, a small 401k, an old car and lived in a rental apartment. I’d enjoyed my share of good times and raised a family. My personal balance sheet would have fit on a Post-it-Note with room to spare; it was pretty […]
» Read moreToday I can fess up to a secret… Lou Betancourt, founder and president of Street Authority contacted me. I was flattered when someone as highly respected as Lou asked for permission to publish some of our articles. Street Authority has several subscription investment publications and a mailing list 100+ times bigger than our little publication. I’d love to have them […]
» Read moreAdults are faced with many tough decisions. Your career, education and picking a partner (or none at all) are common examples. While you may consult with experts, family, and friends, some decisions you must make for yourself. The consequences of those decisions may impact the rest of YOUR life. “I’ll worry about retirement later” is a decision, and a bad […]
» Read moreI was sitting on the couch going through my reading stack; it was almost bedtime. My wife Jo asked, “Do you think that could really happen?” Being immersed in four straight articles predicting everything from a stock market collapse to a huge currency collapse, I responded with, “The Fed seems to be out of options, the stock market is very […]
» Read moreIn a recent article I outlined some virtues of rolling over a traditional IRA or 401 (k) into a Roth IRA. As baby boomers transition into retirement their concern moves from accumulating wealth to keeping it. Today we are going to learn from a professional who deals with these issues regularly – a certified expert. Good friend Jeff White, President […]
» Read moreGood friend Alex N. recently sent me an article from the Pittsburgh Post-Gazette, “IRA Clock is Ticking”. Author Tim Grant warns, “If seniors unknowingly miss the Dec. 31 withdrawal deadline, it ends up costing them dearly in the form of a tax penalty that amounts to 50 percent of what they should have withdrawn.” He explains the Required Minimum Distribution […]
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