Retirement Planning
06/01/2011
You knew it was going to happen eventually. Today, I read an article on Yahoo Finance that confirmed my suspicion that ETFs soon will make their way into 401(k) plans. According to the article,… …
05/25/2011
Do you have idle cash languishing in a savings account or money market account earning less than 1%? If so, you may be missing out on excellent opportunities to achieve both steady income and capital… …
09/23/2009
Although exchange-traded-funds (ETFs) are finding their way into the portfolios of many investors, they have yet to make much headway in 401(k) retirement plans. But that situation could start to change… …
10/15/2008
During the past seven weeks we’ve discussed the seven-biggest estate planning mistakes investors make. In week one, we reviewed each of the seven. But in case you missed it, here’s a quick… …
10/08/2008
During the past six weeks we've discussed the seven biggest estate planning mistakes made by investors. In week one, we reviewed each of the seven. But in case you missed it, here's a quick list of each… …
10/01/2008
During the past five weeks, we've discussed the seven biggest estate planning mistakes made by investors. In week one, we reviewed each of the seven. But in case you missed it, here's a quick list of… …
09/24/2008
During the past four weeks, we’ve discussed the seven biggest estate planning mistakes made by investors. In week one, we reviewed each of the seven. But in case you missed it, here’s a quick… …
09/17/2008
During the last three weeks, we've discussed the seven biggest estate-planning mistakes made by investors. In week one, we reviewed each of the seven. But in case you missed it, here's a quick list of… …
09/10/2008
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… …
09/10/2008
Over the last two weeks, we've discussed the seven biggest estate planning mistakes made by investors. In week one, we reviewed each of the seven. But in case you missed it, here's a quick list of each… …
09/03/2008
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… …
09/03/2008
In last week's Alert, we discussed the seven biggest estate planning mistakes made by investors. Now in case you missed it, here's a quick review: Not having an estate plan Not reviewing your plan annually… …
08/27/2008
In this election year, we are going to hear a lot about tax cuts and tax hikes. But I believe there is a much bigger story being missed by the financial media. This bigger story is the likelihood that… …
08/27/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
08/20/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
08/13/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
08/06/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
07/30/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
07/23/2008
On Saturday, July 12, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
07/16/2008
This past Saturday, I held the latest installment of my retirement income conference call. Big thanks to all of you who called in with your great questions, and big apologies to those who couldn't listen… …
07/09/2008
Join me for my latest retirement income conference call this Saturday, July 12, at noon Pacific. This live call will focus on generating permanent, guaranteed income during retirement. There are many… …
07/02/2008
Have you ever had the desire to increase your lifetime income streams? Would you like to have more pension and Social Security-style income in retirement, that is to say, income you cannot outlive? Join… …
06/25/2008
Have you ever had the desire to increase your lifetime income streams? Would you like to have more pension and Social Security-style income in retirement, that is to say, income you cannot outlive? Join… …
06/04/2008
On Saturday, May 10, I presented part II of my three-part Retirement Income Conference Call series. If you are in retirement, approaching retirement or are in charge of the financial assets of parents… …
05/28/2008
On Saturday, May 10, I presented part II of my three-part Retirement Income Conference Call series. If you are in retirement, approaching retirement or are in charge of the financial assets of parents… …
05/21/2008
On Saturday, May 10, I presented part II of my three-part Retirement Income Conference Call series. If you are in retirement, approaching retirement or are in charge of the financial assets of parents… …
04/30/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
04/23/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
04/17/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
04/09/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
04/02/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
03/26/2008
Are you prepared to live out your retirement for 25-30 years? How will you generate the income you need from your retirement plans and real estate? How will you stay ahead of inflation and maintain your… …
02/20/2008
Are you an income investor with a lot of money tied up in mutual funds designed to give deliver safe, solid returns? If so, then behold the recent price movement of the Van Kampen Senior Income fund (VVR)… …
11/28/2007
In January, the first Baby Boomer will start to receive a Social Security check. After that, a literal tidal wave of payouts will begin. Consider this startling statistic: Every 10 seconds for the next… …
11/28/2007
This week I am proud to present a guest editorial from my friend and colleague, Kevin Yurkus, of Fairway Capital. Kevin's firm specializes in innovative solutions tailored to high net worth senior citizens… …
11/21/2007
In January, the first Baby Boomer will start to receive a Social Security check. After that, a literal tidal wave of payouts will begin. Consider this startling statistic: Every 10 seconds for the next… …
07/25/2007
Didn't get a chance to make it out to sunny Southern California for my Creating Passive Income seminar? Well, don't fret. Now you can download the entire seminar online. You too, can listen to one of… …
07/11/2007
Three year ago, I started a new service called High Monthly Income. Since that service began, I have immersed myself in researching income investing opportunities designed to help my subscribers to generate… …
07/05/2007
Did you know that the world of income investing has completely changed? When most investors think of income, they think bonds, dividend-paying stocks or real estate. These investments have been the classic… …
03/08/2006
Another old-guard pension plan bites the dust. Check out today's headline straight from the Motor City: "GM to Freeze Pension Plans of White-Collar Workers" That's right, General Motors announced… …