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Yearly Archives: 2013

What Are Your Options When You Inherit an IRA or Other Qualified Account?

Doing some research today I found a great chart produced by the IRS which highlights your options when a spouse or non-spouse inherits an...

Why Do Non-Professional People Freely Give Stock Tips?

There is this young guy in my office; he is nice enough but one of those huge talkers.  I have a feeling when I...

Are You Miscalculating How Much You Need in Retirement? What is Life Expectancy

I have said it before that I am not a huge fan of the 4% safe withdrawal rate discussion.  It doesn't make a whole lot...

October 2013 Net Worth Update

IT HAS FINALLY HAPPENED! It took almost 9 months but I am finally positive year to date. I think if the upcoming government shut...

Are You in a Second Marriage? Then You Should Have a Sound Estate Plan

I have had a conversation twice in the same amount of weeks with people in my life about estate planning disasters waiting to happen...

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