Retirement in the time of pandemic
Q: Last January, I informed my employer that I plan to retire in June of this year. I felt confident that my wife and I...
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What you should know about the CARES Act
When the folks in Washington decide to get to work, they really go to it. I’m referring, of course, to the Coronavirus...
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How to deal with market stress
Dealing with market stress isn’t easy. It is hard to keep cool when the world is going crazy and the markets are...
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Putting the stretch back in your inherited IRA
Given all the turmoil in the world around us, you may have been distracted from some major developments in the world of...
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Attack of the stock market zombies
The stock market’s gyrations over the past few weeks have been breathtaking—and not in a good way. Corona virus fears...
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Is a Roth 401(k) better?
Q: I recently found out that my company offers a Roth option in our 401(k) plan. We can now choose to contribute to the...
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Mr. Market and the corona virus
In school, I was taught that the stock market is a discounting mechanism. Every moment, so the theory goes, thousands of...
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How to magnify the impact of your charitable giving
There are few things more rewarding than knowing you are contributing your time and money to further a worthy cause. In...
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Leaving it all behind—the right way
I’m sure you have heard the old story about the rich man who died. One friend asked, “How much did he leave?” to which...
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Should I roll my 401(k) into an IRA?
People ask me all the time: should I roll my 401(k) into an IRA? This question usually comes up when someone is changing...
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Living in a big data world
Earlier this month, the Wall Street Journal published an article on Google’s attempt to gain access to millions of...
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Beware the Timeshare Trap
Building wealth requires constant vigilance. It’s not just about investing well. It’s about avoiding the financial...
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