Author Archives: Evan

Insurance Products Should Not be a Four Letter Word When it Comes to Retirement Income Planning

The Wall Street Journal had a recent article that I think was detrimentally incomplete even taking into account that it is 1,000 words on a subject that can take years to master.  The article, “You Need a Plan to Boost Retirement Income” by Jeff D. Opdyke highlights three asset vehicles/classes that he thinks should takeContinue Reading

Dividend Investment Portfolio July 2011 Update

I recently had to change the way my dividend investment portfolio operated and I realized that while I came to the logistics of how I would actively invest in it I didn’t actually pick the new stocks I would be investing in for the next couple months.  I used to narrow down the Dividend AristocratContinue Reading

The Banking Technology Revolution Has Made me a Great Customer

I think it is because I completely romanticize the idea of a credit union.  I imagine walking into the bank and being known by the employees. I imagine asking for a car loan or mortgage and practically have the best rate in the country shoved in my face.  I imagine savings/CDs rates that are doubleContinue Reading

The Fundamental Difference Between Conservatives and Liberals When it Comes to Equality

Every morning while getting ready for work I have CNBC on as background noise, and I saw a commercial the other morning that really got me to thinking about something other than money and personal finance.  It was some MSNBC anchor talking about he just wants, “equality” and I immediately thought to myself, “who besidesContinue Reading

Half Way Through 2011 Reviewing my Goals and Objectives

I religiously check out all the blogs on my blogroll and today I came across an article that really caught my attention by Crystal who writes over at Budgeting in The Fun Stuff.   It wasn’t a breakthrough in Personal Finance or a new tax code, rather it was her post holding herself accountable to herContinue Reading

Retirement is Likely to Be Different for Generations to Come

Center for a secure Retirement just released the results of a new survey titled, “Middle Income Boomers, Financial Security and the New Retirement” and the results while interesting don’t really seem all that shocking.  According to the study the key findings are (and my thoughts), Two-thirds (67%) of middle-income Boomers say their retirement will beContinue Reading