Objective information about financial planning, investments, and retirement plans

Some Excellent Online Financial Resources

I use social media and the web to interact with financial advisors, financial bloggers and writers and to keep up with the latest financial news.  Here are some excellent online financial resources, including some blogs and websites that I … [Continue reading]

Brexit and Your Portfolio


As you are most likely aware, the U.K. voted to leave the European Union. The so-called Brexit vote was a surprise to many and caused a swift, severe and negative reaction in the world financial markets. On Friday June 24, the S&P 500 lost … [Continue reading]

Review Your 401(k) Account

For many of us, our 401(k) plan is our main retirement savings vehicle. The days of a defined benefit pension plan are a thing of the past for most workers and we are responsible for the amount we save for retirement and how we invest that … [Continue reading]

Offshore Financial Interests & Immigrants to The U.S.: Failure to Report Existence & Income May Lead to Deportation


This is a guest post by Chicago attorney Dan Janich. A little off the normal topic path for this blog, but Dan's insights are worth sharing. This post is timely with the recent Panama Papers disclosures.  The current firestorm surrounding the … [Continue reading]

401(k) Fee Disclosure and the American Funds


With the release of the Department of Labor’s fiduciary rules for financial advisors dealing with client retirement accounts, much of the focus has been on the impact on advisors who provide advice to clients on their IRA accounts. Long before these … [Continue reading]

Why Should I Care if My Financial Advisor is a Fiduciary?

The Department of Labor recently released its final draft of their fiduciary rules mandating that financial advisors place their client's best interests first when offering advice on their retirement accounts. Here is a post I wrote just before the … [Continue reading]

Is a $100,000 Per Year Retirement Doable?

A 2013 New York Times article discussed that a $1 million retirement nest egg isn’t what it used to be.  While this is more than 90% of U.S. retirees have amassed, $1 million doesn’t go as far as you might think.  That said I wanted to take a look at … [Continue reading]

Life Insurance Over Age 50 – Approval and Savings Tips


This is a guest post by Chris Huntley, President of Huntley Wealth & Insurance Services. All opinions and suggestions are his. One of the most common misconceptions about life insurance is that you can no longer purchase it, or the premiums … [Continue reading]