Risk takes many forms in the complex financial world wel live in. I define “risk” as “unexpected” (usually “unwanted”) outcomes. Unwanted outcomes can occur if:
1. You take no action when you should have taken some ...(more)
Suze Orman doesn’t like them. Some journalists are suspicious of them. Fee-only advisors (= advisors who don’t sell products) generally avoid them. I believe the public generally gets ripped off when they buy them. What ...(more)
By Eve Kaplan, CFP®
Congratulations – you’re retired! Now what? Here’s a list of things to consider as you contemplate the coming decades as a retiree:
When is it best to take Social Security – take it at ...(more)
By Eve Kaplan, CFP® Practitioner
If you’re like most Americans, you don’t have enough saved in your 401(k) or 403(b) plan to cover more than a few years of retirement expenses. Average retirement plan balances ...(more)
By Eve Kaplan, CFP®
Who gives you financial advice? Why does it matter how he or she is paid? Because it’s probably the most important thing determining the quality of advice you receive.
The SEC and ...(more)
by Eve Kaplan, CFP(R)
Do worries about having enough money to cover retirement keep you awake at night? Do you feel unhappy about having to work many more years in a job you don’t love? Here’s a remedy that offers a ...(more)
By Eve Kaplan, CFP®
The tax guessing game continues because some proposed 2013 tax changes may – or may not --go into effect . Congress may keep us guessing until the end of this year but it’s clear overall taxes ...(more)
New 2012 Regulatory Changes May Boost Your 401(k) Balance
Eve Kaplan, Certified Financial Planner(R)
The hard-earned dollars you and your fellow 401(k) participants defer each month in your 401(k) are about to get the ...(more)
