AT-reverse-retirement

Living an Amazing Life via the Reverse Retirement Plan

One of my cousins and her husband live a life that many people find to be a bit unusual. They have what I would describe

10.11.15
tortoise

The Tortoise in Your Portfolio

“Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1.” — Warren Buffett Buffett’s quote seems to state the

basketball hoop

Being a Pro Athlete Made Me a Terrible Investor

After much thought and deliberation, I’ve developed a theory on why such a staggering amount of NFL and NBA players go broke shortly after retiring.

10.08.15
social security and retirement

How Will Social Security Help You With Your Retirement Savings Plans?

One common question that I’m asked all the time is how exactly a person can figure out how much they need to save for retirement

09.25.15
smog in shanghai china

Clearing the Smog Surrounding Annuities

I’m convinced that annuities are the most misunderstood financial and insurance product in the financial services universe today. I think there are several reasons for

09.22.15
senior woman and daughter on front porch - reverse mortgage

What Is a Reverse Mortgage and How Does It Work?

Perhaps it took decades of mortgage payments, but you’ve achieved what’s still a dream for many: Homeownership (or, at least, substantial home equity). But like

09.14.15
broken pressure guage

Why I’m Willing to Bet Your Retirement Projection Is Flawed

My industry, the business of providing financial advice, should be ashamed of itself. We’re supposed to be professionals versed in the knowledge of investments, financial

how to get started investing

Not Investing Yet? Here’s How to Get Started

Everyone knows that saving for retirement is important. Unfortunately, far too many of us aren’t saving nearly as much as we should. But why? A

09.02.15
alms box at st. peters

A Retirement Tax Trick You May Not Know About

In my recent post I highlighted the looming problem that taxes will create for many investors when they retire due to the bulk of retirement assets

stock market bull on wall street

And the Stock Market Outlook Is… Who Cares?!

As I write this article on the morning of Aug. 24th, the Dow just opened down over 1,000 points and CNBC is going crazy with

08.20.15
high earners use backdoor sign

The Backdoor Roth IRA

Earning too much money to contribute to a Roth IRA — and its unique tax benefits — is what most people would call a nice

08.19.15
Uncle Sam

Uncle Sam Wants YOU… to Retire?

When I meet with investors, most believe health care will be their single largest expense during retirement. They’re surprised when I tell them if I

retired couple

A Romantic Reality

Donald Liebenson wrote an interesting article at Business Insider entitled “Most people aging out of the workforce consider retirement ‘a romantic fantasy of the past.’”

07.23.15
two piggy banks

Roth vs. Traditional IRA: Retirement Showdown

IRAs, or individual retirement accounts, allow you to sock money away for retirement in a way that offers certain tax advantages over other savings methods.

older man on laptop at coffeeshop

Why Self-Employment and Early Retirement Go Hand in Hand

In 2012, I left a steady and rewarding 9-5 job to pursue my side hustle full-time. While it’s true I had gotten extremely tired of

betterment-logo-blue

How Betterment Won My Retirement Account

Earlier this year, I began writing a series chronicling my decision to roll over my old 401(k) into a new IRA with an automated investment advisor

Three Questions

Ask yourself these three questions, right now. If you died right now, in your final moments, what would upset you that you hadn’t taken care

05.17.15

How to Do a 401(k) Rollover

When you leave an employer, whether it’s for a new job or retirement, you’ll probably hear about a 401(k) rollover. What does that mean, and

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