Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for…
Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips people can use to retire before the…
Lou Carlozo, Investment Contributor for U.S. News & World Report, enlisted the expertise of several investment professionals to offer advice to those heading into retirement who may not have the financial security to do so. One of the “nuggets of wisdom” that Lou Carlozo offers…
What If You Can’t Work As Long As You Planned? Last week, Dave was quoted in a USA Today article by Robert Powell that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. In…
Samantha Allen recently wrote an article with financial-planning.com that focused on the key questions and assumptions to consider when planning for retirement. She enlisted Dave’s advice among the group of planners featured in the article. Dave’s contributions are featured below or you can read the article…
Robert Powell, who writes for The Wall Street Journal’s MarketWatch website, offers six tips for college grads on how to prepare for not just a normal life but a rich one after graduation. Bob opens with some humbling and humorous advice. Jason Gay, sportswriter extraordinaire for The Wall Street…
Don’t forget these important steps before you say ‘goodbye’ to the office By Staff Writers Jennifer Karchmer and Martine Costello NEW YORK (CNNfn) – You may be dreaming of lazy afternoons on the golf course when you retire, but if that’s all you’re doing while…
