Category Archives: Qualified/Retirement

Will I ever Lose my 401k?

Post by SunCorp The 401k can be a great way to save towards your retirement, however, like many savings schemes, it can come with a few hiccups along the way, including the possibility to lose it all. The 401k allows employees to opt to take money out of their wage before tax is slapped onContinue Reading

Another Reason I Hate my 401(k)

I have always had a pretty angry relationship with my 401(k).  On the one hand, I get a match of 100% up to 6% of my salary provided by the generous boss-men (anyone know why this is very common?), on the other hand my fund choices are terribly expensive.  I largely ignore the account only updating itContinue Reading

Unravelling the Mystery of Offshore Pensions for British Expats

Post by Ayo Millions of sun-seeking Brits have escaped blighty over the last decade in order to make a new life in sunnier climes. Many have simply upped sticks and retired in tropical paradises; others have left for employment. However, far too many of those people have failed to take their pension arrangements seriously. MakingContinue Reading

Options When You Have an Insufficient Retirement

No one likes to think about it, but it does happen, especially in our current economic climate.  People reach retirement age and don’t have quite enough saved.  As the Huffington Post points out, The average person in the United States will spend 21 years in retirement, but will deplete their savings after just 14 years,Continue Reading

A New 85 Year Old Client Has Provided More Inspiration Than She’ll Ever Know

I had a couple of crazy days in the past few weeks balancing work, this site and my small trust and estates solo law office.  It was towards one of the end of those crazy days when my 85 year old client blew my mind with something she said. I knew the day was goingContinue Reading

The 401(K) Doesn’t Need to Be Overhauled

The New York Times recently ran a story titled “Should the 401(k) be Reformed or Replaced?” the author, Steven Greenhouse, seem to cover a litany of topics ranging from the 401(k) history to a new government mandated retirement account without actually discussing personal responsibility.  The 401(k) doesn’t need to be reformed, replaced or overhauled peopleContinue Reading