Posts By: justin

22 Aug 2014 No Comments

Retirement: Many do-it-yourself investors not engaged

The majority of people are do-it-yourself investors when it comes to managing their retirement savings, according to a large study, out Tuesday. About two-thirds (63%) of workers with 401(k)s are […]

22 Aug 2014 No Comments

Shiller’s 3 rules for investing in “bubbly” market

Robert Shiller says stocks, bonds and real estate all look expensive. So what’s an investor to do? The Nobel-winning economist explains. Read Full Article Here…

23 Jul 2014 No Comments

How to be happy in retirement

Happiness in retirement is the main goal for most all soon to be retirees. While a larger percentage of our happiness is dictated by genetics and other factors outside of […]

23 Jun 2014 No Comments

What You Don’t Know About Social Security—but Should

A Look at Claiming Strategies, Tax Angles and More to Help You Make Sense of a Complicated Program Imagine that you’re about to accept a new job, and it’s time […]

18 Jun 2014 No Comments

FINRA tags Merrill Lynch with $8 million fine for mutual fund sales charges

Finra slapped Bank of America Merrill Lynch with an $8 million fine and ordered the wirehouse to pay a total of $89 million in restitution for failing to waive mutual fund […]

4 Jun 2014 No Comments

Early filers regret Social Security claiming decisions

Nearly 40% of retirees who claimed Social Security benefits before full retirement age now regret their decision, according to a new survey released Wednesday. Read full article here… Written By: […]

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Written By: Mary Beth Franklin,


4 Jun 2014 No Comments

Millionaires Top 5 Investing Mistakes

Millionaires make some of the same investment mistakes as everyone else—it’s just that their mistakes can cost more. A new survey of millionaire investors around the world found five mistakes […]

12 May 2014 No Comments

Why your home is not a good investment

Check out this article from USA TODAY:  Why your home is not a good investment Written By: Morgan Housel The Motley Fool

12 May 2014 No Comments

George Saunder’s Adivce to Graduates

It’s long past graduation season, but we recently learned that George Saunders delivered the convocation speech at Syracuse University for the class of 2013, and George was kind enough to […]

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Written By: Joel Lovell

New York Times

4 Mar 2014 No Comments

Rate-of-return analysis shows value of delaying Social Security

For years, I have been telling my readers of the value of delaying Social Security benefits as long as possible particularly for married couples when the older, higher-earning spouse maxes out his […]