RetirementSavvy

By Annie Waldman, ProPublica Until June 2016, Taylor Hansen lobbied for the largest trade group of for-profit colleges. At the forefront of its agenda: eliminating a rule known as “gainful employment,” which can take away federal funding from for-profit colleges if their graduates fail to earn enough to repay student loans. Last week, that goal started to… Read Article →

Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom Paperback: 256 pages Publisher: Career Press (March 2017) While I have not discussed their specific tax situations, I am witness to my parents and my mother-in-law remark that they owed taxes and did not receive a refund in their first years of retirement…. Read Article →

I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To… Read Article →

Climbing the Retirement Mountain: And Getting Down the Other Side Paperback: 138 pages Publisher: CreateSpace Independent Publishing Platform (2017) Andrew Rafal is Founder and President of Bayntree wealth Advisors. His co-author, Calvin Goetz, is Co-founder and Partner at Strategy Financial Group. In the book’s preface they note the book’s objective is to share with readers the ideas and… Read Article →

The following is a guest post from Andrew Denney, founder and CEO of Prosperity Financial Group. Andrew has more than 13 years’ experience in the finance industry, where he advises clients in such areas as retirement planning, asset protection, estate planning and wealth management. Look Beyond the Red Tape Setting up a retirement plan for their… Read Article →

The following is a guest post from Ann Vanderslice, President and CEO of Retirement Planning Strategies. She helps federal employees understand their benefits, maximize the value of their benefits, and plan for retirement, as well as organize income planning and IRA distributions. Mohr Keet of South Africa bungee jumped when he was 96, landing himself in… Read Article →

This post was originally published in April, 2016. In my book and in the post Fiscal & Physical Fitness I noted the following: “Just as being physically fit involves two critical components, controlling diet and exercising; being fiscally fit also involves two critical components, controlling debt and investing. That realization prompted me to immediately commit… Read Article →

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