Blog

Blog Posts

  • 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
  • Warren Buffet understands the dangers of confirmation bias.

    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
  • Couple

    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
  • 401k

    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
  • 401k

    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
  • emergency-kit

    Preparing for a Financial Emergency

    April 12, 2013
    Fire, flood, tornado, hurricane, theft (including identity theft), sudden illness, disability or a sudden death in the family—any of these can lead to a financial emergency. Yet most of us are not prepared. We should all have some extra food and water, but it is the financial ramifications that ...
    Read more
  • healthcare

    Should You Deduct Investment Advisor Fees on Your Tax Return?

    April 9, 2013
    It is that time of year when everyone believes tax planning is happening. But there is a big difference between tax planning and tax preparation. Don’t blame your accountant if you owe money, and don’t praise them if you get a large refund; whatever happens now is just an aftereffect ...
    Read more