Retirement Planning

Found 47 Articles.

Estate Planning Mistakes: Failing To Properly Use Life Insurance

October 15, 2008

The tumultuous volatility in equities has been unprecedented, and even the most ardent adjectival devices fail to capture the essence of what likely will be looked upon as the greatest turning point in financial market history. […]

Estate Planning Mistakes: No Wealth Transfer Strategies

October 8, 2008

After what I thought was a dismal performance by Sen. McCain, I think the race is increasingly headed toward a Sen. Obama victory. I mean, how pathetic was McCain’s idea that the government should start to actually purchase mortgages directly? […]

Estate Planning Mistakes: Delaying Decisions

October 1, 2008

The Dow Jones Industrial Average got smacked down with a 777-point shellacking – its worst ever one-day point decline. Although we’ve seen stocks drop a lot more in one day percentage-wise, the sheer size of Monday’s nearly 780-point decline put the proverbial fear of God into the hearts of many on Wall Street and on Main Street.

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Estate Planning Mistakes: Not Having Enough Liquidity

September 24, 2008

As much as I hate to tell you this, I think at this point Congress is going to have to approve this $700 billion dollar bailout proposal lest we face a virtual crash in our financial markets. […]

Estate Planning Mistakes: Not Making The Most of Your Trust

September 17, 2008

What a week — and it’s only Wednesday!

Monday’s market meltdown, followed by today’s tremendous selling, reminds us all that when it comes to the equity markets, it’s a mad, mad, mad, mad world.
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Need Income?

September 10, 2008

That season usually starts in September and continues through October. These two months are, historically speaking; when we’ve seen the biggest one-day declines and the most significant market lows (think Black Monday in October 1987). […]

Estate Planning Mistakes: Don’t Forget the Review

September 10, 2008

That season usually starts in September and continues through October. These two months are, historically speaking; when we’ve seen the biggest one-day declines and the most significant market lows (think Black Monday in October 1987). […]

The Income Coach is In

September 3, 2008

One of the biggest retirement dilemmas you’ll face is determining how to create an income stream that has the opportunity to grow in a bull market — while being protected from the ravages caused by a bear market […]

Estate Planning Mistakes: The First is the Worst

September 3, 2008

One of the biggest retirement dilemmas you’ll face is determining how to create an income stream that has the opportunity to grow in a bull market — while being protected from the ravages caused by a bear market […]

Guaranteed Monthly Income For Life? You Betcha! 4

August 27, 2008

The way I see it, the only real way to play this market is to move quickly to tap specific exchange-traded funds (ETFs) designed to capitalize on the market’s swings. In today’s video commentary, I discuss two ETFs that can do just that, so please check it out when you get a moment […]

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