The articles below shed light on the retirement planning process. We try to avoid the jargon and use plain English. We also avoid the mathematics, while giving you an understanding of what is involved. Most of all, we try to identify what is real, rather than the common misconceptions that go unquestioned by most.
Pre-Retirement Articles:
Overview
How much should you save?
The 4 reasons you don't save
Tax-deferred accounts - Can you have too much of a good thing?
Investing: "The Yield Curve is God"
Asset Allocation
Monte Carlo Simulation
Investing in a bear market
Your Risk Tolerance
How to hedge your portfolio
Managing your IRA
Update Your Understanding of your IRA
Roth Conversions: Heads you win, Tails you don't lose
Don't use an internet calculator for figuring Roth conversions
Investing in Real Estate
Invest in Real Estate using your IRA
The importance of fees to your returns
The right way to select a Mortgage
Get out of debt now!
What to do if you are upside down on your mortgage
How much Life Insurance do you need?
The importance of the word 'Fiduciary'
How Financial Advisors are paid
Post Retirement Articles:
Overview
Say "Goodbye" to the 'Eighth Wonder of the World'
How much can you spend? The main theories of retirement distribution
Sources of income in retirement
Avoiding the Tax Torpedo
When to take Social Security
Coming changes to Social Security
Uncle Sam's Annuity
The Worst of Times to Retire
The Bucket System
Annuities
The Retirement Paycheck
If you have questions, call (408) 725-7135 and ask!
We take it as a compliment that you want to learn more from us.
|
