From the category archives:

Retirement

Late Bloomers on Retirement Planning

April 22, 2010

Eileen Ambrose of the Baltimore Sun wrote an article recently about 50 year olds that haven’t started saving for retirement. I am not profiling the article just because I am quoted in it; rather, it brings up an interesting topic. Many boomers haven’t saved adequately for retirement. It is estimated the average boomer only has [...]

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What Wall Street Doesn’t Want You to Know About Fiduciaries

March 15, 2010

Great article from Minyanville discussing the fiduciary standard, which I have been hyping for weeks now. Here is the meat from the article:
The distinction between a fiduciary and a broker is simple. The broker mainly owes his allegiance to the company and is generally compensated by selling you financial products. A fiduciary’s model [...]

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Great News for Americans in the 401(k) World

February 28, 2010

Finally, some regulations in the financial services world that actually benefit Americans. The Department of Labor (DOL) recently released proposed regulations that would limit the ability of financial advisers of providing advice to 401(k) participants if the adviser receives compensation from the product provider. What does this mean to you? Imagine you go to a [...]

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How’s Your Retirement Holding Up?

March 18, 2009

Here is a link to the a recent article in the Baltimore Sun where I discuss how the recent market downturn has affected people’s retirements.
http://www.baltimoresun.com/business/columnists/bal-bz.ambrose06jan06,0,3108163.column
Many people who recently retired or are rapidly approaching retirement feel that the recent market downturn will prevent them from retiring in the manner they dreamed and desire. What I have [...]

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