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  • Retirement Is a Control Freak's Worst Nightmare

    Retirement Is a Control Freak’s Worst Nightmare

    August 6, 2013
    Are you a control freak? Come on, admit it. Control of our situation is something we all crave. At some basic level we want to affect our outcomes and say we had a hand in it. The problem, of course, is that many scenarios are too big to control. Retirement ...
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  • Jerry Seinfeld and the Amazingly Simple Formula

    Jerry Seinfeld and the Amazingly Simple Formula

    August 5, 2013
    Have you ever watched "Comedians in Cars Getting Coffee"? It is a new web video series that follows a standard format. Jerry Seinfeld introduces an old but classic car, drives the car over to a famous comedian’s home to pick them up and then drives to a coffee shop for ...
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  • The Unseen Retirement Risks

    The Unseen Retirement Risks

    July 30, 2013
    No matter how much we think we can control in life, the unseen tends sneaks up on us. We always assume the best, but we need to plan for worse. In retirement the unknown can include sudden illness, bad investment returns, outliving your money or even high inflation. Yet what ...
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  • When to Take Your Mutual Fund Distributions in Cash

    When to Take Your Mutual Fund Distributions in Cash

    July 22, 2013
    Every year, mutual funds pay out distributions, whether capital gains or dividends/interest (by law, they have to do this). Mutual fund holders have a choice about what to do with those distributions. Most simply reinvest the distributions and buy more shares of the fund. If you are still accumulating assets, ...
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  • The Smoothie Challenge: A Recipe for Retirement Success

    The Smoothie Challenge: A Recipe for Retirement Success

    July 17, 2013
    My kids came up with a great idea this past weekend—a smoothie challenge. They listed individual ingredients on slips of paper and dropped them into a bowl. Then, each took a turn in picking out a slip of paper to see what was going into their smoothie. One of the ...
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  • Healthcare Reform Surprise: You May Be Able to Retire Early

    Healthcare Reform Surprise: You May Be Able to Retire Early

    July 9, 2013
    Would you retire early if health insurance coverage was guaranteed? That was the question in my mind after reading a post from blogger Michael Kitces on how the rollout of health insurance exchanges could affect career and retirement decisions. If your answer to that question is yes, then you might ...
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  • Do Trusts Still Matter?

    Do Trusts Still Matter?

    July 2, 2013
    In the last six months, two specific laws have changed the role of trusts in an estate plan. First, the fiscal cliff legislation made permanent the federal estate tax exclusion. You can now pass $5.25 million ($10.5 million per couple) to your heirs without estate tax. With that law, ...
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