Understanding Your Pension Options
When you are ready to start receiving your pension benefits, which can often be as early as age 55, there are typically 5 payment options...
Hurdles to Retirement – Borrowing Funds from Your 401k
Saving for retirement is a long process. Taking it one step at a time is the only way to accomplish success. However, you can make...
Planning to Retire Early? – Learn about a 72t Distribution
If you are looking to retire before age 59.5 and need to access your money in your IRA’s you can do so by electing the...
Retirement Strategy – ‘File and Suspend’ Social Security
Many of my clients are asking me about a Social Security retirement strategy commonly referred to as ‘File and Suspend’. One thing I know for...
5 Frightening Facts about Retirement in America
If you are reading articles about retirement, make sure you read our eBook, 5 Frightening Facts about Retirement in America. It takes no more than 10...
What You Should Know about Variable Annuities
A variable annuity is a mutual fund-type investment contract between the investor and an insurance company, under which the insurer agrees to make periodic payments...
Getting Justice for Seniors
Every state has passed some form of legislation protecting seniors from financial exploitation in addition to any type of physical abuse or theft of assets. Senior...
Investor’s Apathy Wrecks Retirement Plans
I was talking to a 5 Star rated financial advisor who is a long-term member of the Paladin Registry the other day. He described an...
How Effective is Your 401k?
The “Employee Retirement Income Security Act” (ERISA) was enacted to protect pension plan participants and their beneficiaries. Three main themes run through ERISA, (1) the avoidance...
A Retirement Solution for Self-Employed Americans
Are you an entrepreneur, independent contractor, consultant, or temporary worker? According to Intuit, 40% of Americans will fall into one of these categories by 2020....
