Monthly Archives: August 2011

Making the Decision: Which Pension Payout Option is Best?

Tweet I recently met with a multitude of pre-retirees for individual consultations who were contemplating an early retirement deal, so naturally part of the analysis revolved around their pension.  I was stunned at the amount of employees who, up until … Continue reading

Posted in Employee Benefits, H.R. Guru, Retirement Planning | Tagged , , , , , , | 1 Comment

You Don’t Need to Spend a Million Bucks to Look Like It

Tweet The other day I was getting my nails done at the salon down the street, and a very nice classy looking lady walked in and asked a question to the owner.  Why was I listening?  Well, you need to … Continue reading

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Real Life Cases of Money Isn’t Everything

Tweet Over the last month, I’ve had the opportunity to meet a lot of people who are contemplating retirement right now.  And I’ve noticed a common theme.  More people, than might be expected, really like their job and the people … Continue reading

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How to Lower Your Bills

Tweet One of the great things about your 401(k) is that it allows you to put away a small amount of money each month and end up saving quite a bit of money over time. The “fixed” expenses I’ll write … Continue reading

Posted in Money Saving Ideas, The Maverick | Tagged , , , , , | 5 Comments

Life Lessons from a Broken Dream

Tweet Recently I read an article in the local newspaper written by Kathy Gosnell Seiler, a copy editor for the Los Angeles Times.  She, like many homebuyers in the last six years, bought a home with mostly borrowed money hoping … Continue reading

Posted in Buying a Home, Rebel | Tagged , , , , , , | 6 Comments

You Have HOW MUCH of Your 401(k) in Company Stock?

Tweet With the recent roller coaster ride of the stock market, many employees have taken a closer look at their asset allocation within their retirement plans, and to the surprise of many, they find their investment strategy is way off … Continue reading

Posted in Advanced Investing, Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | 1 Comment

Financial Lessons from a 23 Year Old

Tweet I just got off a call to our financial helpline with an amazing young woman.  It is funny how sometimes you get a caller who should be teaching financial planning instead of calling the helpline; this was one of … Continue reading

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An Unconventional Q&A Session with a Financial Planner

Tweet If you have read more than two of my blogs, you probably already know that while I take your financial lives pretty seriously, I don’t take myself seriously.  At all.  So, in the spirit of having a little bit of … Continue reading

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Pimp Your Bank Account, Not Your Ride

Tweet There’s a show on MTV called Pimp My Ride, in which people would get extreme makeovers for their cars. But this post will be about a different kind of extreme makeover for what is probably your largest monthly expense, … Continue reading

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