July 27, 2010
Those who follow this site know that as a rule, I don’t like annuities. For most of us, this sort of - and I hesitate to call it such – investment is something you purchase to guarantee income. Part mutual fund, part insurance policy and wholly too expensive on both counts, annuities, for whatever reason [...]
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July 26, 2010
Have you ever wondered what babies have to do with retirement planning? Surprisingly, more than you might imagine. First off, once the idea of starting a family takes root in a young couple’s psyche, things change dramatically. Smart couples plan for unintended consequences such as the mother not wanting to return to work, the need [...]
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The Sliced and Diced Retirement Plan
August 28, 2010Certified Financial Planners are dicing your lifetime into five categories these days, even as psychologists spend decades trying to do the same. A recent issue of the magazine sought to describe the 20-somethings as a segment of life all their own calling them pre-adults, suggesting that they live in a time “what one sociologist calls [...]