Some Rules Are Meant to Be Broken

The old rule of retirement was that you could withdraw 4% from your investments every year to make your money last. That rule is out the window. What do you do now?

Preparing for Retirement

The new year brings some changes to how much you can set aside for retirement. Make sure you’re taking advantage of every break you can to make your golden years easier.

What’s Past Is Prologue: Making Income Last In Retirement

Make your retirement investments last through the next market downturn by understand how they’d do during the last downturn. Learn from history so you don’t repeat past mistakes.

Lessons From A Winner

Richard Thaler’s groundbreaking work in behavioral economics helped him win this year’s Nobel Prize. Find out how Thaler’s principles can help the educated investor make more appropriate financial decisions.

If I Had A Million Dollars, I’d . . .

I was outside the other night cooking supper on the grill, having a glass of wine and listening to the radio. On came that famous song from a couple of decades ago, “If I Had a Million Dollars . . .” You remember the one; it’s from the Barenaked Ladies and is about all of […]

401(k) Plans And The Fiduciary Standard

My daughter Maeve has started to babysit. It’s hard for me to believe, as I still think of her as my baby. Nevertheless, she has been asked by family friends to start watching their kids. Before she said yes, Jill and I talked to Maeve about how babysitting is a huge responsibility. We drilled it […]

The Retirement Lifestyle

Susan and I teach a course called Rejuvenate Your Retirement. The purpose of the class is to help retirees create a successful retirement by learning about income planning, investment planning, estate planning, tax planning and legacy planning. I have to admit, one of my favorite sections of the class actually has nothing to do with […]