Blog

Blog Posts

  • The Pre-Retirement Garage Sale and De-Cluttering Your Portfolio

    The Pre-Retirement Garage Sale and De-Cluttering Your Portfolio

    May 22, 2013
    I spent this past weekend freeing myself of those things that clutter my house, but which others can use. It was the annual neighborhood garage sale. Some people love to browse garage sales, but I am partial to holding them and hitting reset on my life. Garage sales always ...
    Read more
  • Healthcare in Retirement: Plan for The Unexpected Plantar Fasciitis

    Healthcare in Retirement: Plan for The Unexpected Plantar Fasciitis

    May 15, 2013
    Plantar fasciitis hits all runners sooner or later. Basically, the tissue connecting the heel bone to the toes becomes inflamed and it hurts to run and walk. But runners can’t just stop running—the problem will have to be addressed. Plantar fasciitis reminds me of the unexpected brick walls that ...
    Read more
  • The Retirement Gamble: Feedback on PBS’s Retirement Documentary

    May 14, 2013
    Watch The Retirement Gamble on PBS. See more from FRONTLINE. New York Times contributor Thomas Friedman (and fellow Minnesotan) recently wrote an interesting column, entitled “It’s a 401(k) World.” He pointed out that over the last decade our society has shifted towards empowering individuals to do, create, manage and collaborate for ...
    Read more
  • Challenge Yourself: Confirmation Bias Can Hurt You

    Challenge Yourself: Confirmation Bias Can Hurt You

    May 8, 2013
    “Woodstock for Capitalists”—the annual Berkshire Hathaway meeting—was held last weekend in Omaha, Nebraska. I spent some time Saturday afternoon reading the live blogging from the meeting and I was struck by a big change this year. Warren Buffett always waxes poetic about using the float of his insurance operations ...
    Read more
  • Retirement Planning When Your Spouse Is Younger Than You

    Retirement Planning When Your Spouse Is Younger Than You

    April 30, 2013
    Age seems so important when we’re young. Then we start dating and it becomes less relevant. After we marry, we socialize with couples of all ages and don’t really care at all. Then comes retirement and age takes on new meaning. People start counting the years to 59½ [when ...
    Read more
  • Seven Tax Return Issues to Review Today

    Seven Tax Return Issues to Review Today

    April 22, 2013
    Back when people got a paper copy of their tax return from their accountant, they would put it in a drawer along with their other important papers and never look at it again. Now that many people file electronically, that tax return is probably sitting in an email inbox ...
    Read more
  • Considering In-Service 401(k) Distributions? Proceed with Caution

    Considering In-Service 401(k) Distributions? Proceed with Caution

    April 16, 2013
    New disclosure rules for 401(k)s mean that employees now have more information than ever about their work-based retirement plans. With that new information, some will look at the plan they have at work and wonder if they could be doing something better with their money. Most people believe that ...
    Read more