Year: 2012

Retirement success may not be as easy to achieve as many think.   I attended a conference and heard one speaker relay a story about one company’s 401(k) enrollment

Planning to retire?  Contemplating a rollover?  Here are three ways NOT to do it. 1. Get a check from the company Of course, this is

Getting ready to retire?  Leaving your company? Wondering whether you should sell or roll-over your company stock?   That’s really a tax-treatment question, which means you

Are these things worth anything? … or nothing. Risk questionnaires have played a major role in retirement and investment planning for as long as I

We’ve all heard it.  We’ve all read it.  Most managers fail to match, let alone beat, the market.   Actually, it makes sense!  And, there’s a very

If history is any guide, we may already know the answer. Politicians will take the easy way out. Given the increasing deficits, the outlook for