Monthly Archives: August 2011

Making the Decision: Which Pension Payout Option is Best?

Posted on August 30, 2011 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

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 our … Continue reading →

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

Posted on August 29, 2011 by Nancy Anderson CFP®, AFC

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 know … Continue reading →

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Real Life Cases of Money Isn’t Everything

Posted on August 26, 2011 by Michael Smith MBA, CFP®

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 they … Continue reading →

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How to Lower Your Bills

Posted on August 25, 2011 by Erik Carter JD, CFP®

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 about … Continue reading →

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Life Lessons from a Broken Dream

Posted on August 24, 2011 by Greg Ward CFP®, AFC

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 to … Continue reading →

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

Posted on August 23, 2011 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

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 base.

Posted in Advanced Investing, Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | Leave a comment

Financial Lessons from a 23 Year Old

Posted on August 22, 2011 by Nancy Anderson CFP®, AFC

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 those … Continue reading →

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An Unconventional Q&A Session with a Financial Planner

Posted on August 19, 2011 by Michael Smith MBA, CFP®

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 fun … Continue reading →

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Pimp Your Bank Account, Not Your Ride

Posted on August 18, 2011 by Erik Carter JD, CFP®

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, after … Continue reading →

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