RetirementSavvy

Posts By: James

White Working Class: Overcoming Class Cluelessness in America Hardcover: 131 pages Publisher: Harvard Business Review Press (2017) Joan C. Williams is Distinguished Professor of Law and Hastings Foundation Chair at the University of California, Hastings College of the Law and she is frequently featured as an expert on social class. If you follow the news at all, particularly with… Read Article →

Contrary to what some in the insurance industry would have you believe, I do not believe insurance products, in general, should be considered part of your retirement investment portfolio. Most life insurance, in all its various flavors (term, whole, variable and universal), comes into play after your death. Considering I plan to be alive during my… Read Article →

The following is a guest post from Beth Andrews, a CPA, Certified Financial Planner®, and founder of Networth Advisors LLC. As an experienced financial advisor, she specializes in the areas of retirement planning, retirement distribution planning, tax strategies, investments, and insurance. Few things make retirees more nervous than the possibility their savings could run dry. Women Live… Read Article →

Documentary: Poverty, Politics, and Profit: Since the recession of 2008 more working Americans are struggling to make rent than at any time since the Great Depression. In this documentary, Frontline and NPR conduct an investigation into the billions spent on housing low-income people and why so few actually get the help they need. The film examines the… Read Article →

The following is a guest post from Brett Sause, an 18-year veteran of the financial services profession. Brett is CEO of the Atlantic Financial Group, LLC;  and has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. When it comes to retirement – and to passing on whatever wealth you’ve accumulated… Read Article →

The following is a guest post from Susan L. Hickey, a financial professional at Your Own Retirement, LLC. She helps guide clients, many of which are single women or female heads of households, on the many facets of planning for retirement. Because of her advocacy Sue combines numerous elements of retirement income planning through the use… Read Article →

The following is a guest post from Eric Hutchinson, a certified financial planner with more than 30 years of experience in the areas of financial planning, investments, estate and tax planning. Hutchinson has professional affiliations with The Financial Planning Association, the Certified Financial Planner Board of Standards and the Investment Management Consultants Association. As Jodi walked… Read Article →

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