Hate Your 401(k) Options? Try This

By Charles Sizemore.  |  August 28, 2019

As you probably know, I’m a big believer in the humble 401(k) plan. Even though it’s a very basic tax shelter widely available to regular middle-class Americans, I challenge you to find something better. Read More

Triple Your Retirement Fund with the “1201(k)” Plan

By Charles Sizemore.  |  August 15, 2019

You can be forgiven for getting nervous about your investments over the past week. Read More

Turning Your 401(k) Into a 1201(k)

By Charles Sizemore.  |  August 14, 2019

Would you trust a doctor that based his entire treatment regimen on a single question? Of course not. Read More

What The New SECURE Act Means For Your IRA

By Charles Sizemore.  |  July 30, 2019

How can you argue with an act of Congress named “Setting Every Community Up for Retirement Enhancement” (SECURE)? Who wouldn’t want an enhanced retirement? The SECURE act, which recently passed the House of Representatives with Read More

Thinking About Retiring and Moving Overseas? Well, Think Again…

By Charles Sizemore.  |  June 10, 2019

Google search “retirement” and you’ll find plenty of stock photos of couples dining, dancing, and generally having the time of their lives. But you’ll find more pictures of palm trees and beaches. Read More

Advice to a Young Graduate

By Charles Sizemore.  |  May 27, 2019

Today is a day to remember those who have fallen in the line of duty. Read More

Retirement Doesn’t Look Good for Most Americans…

By Charles Sizemore.  |  April 12, 2019

As I commented on Monday, I’ve never heard of National Retirement Planning Week before, and I guarantee that 99% of Americans haven’t either. Read More

How to Make a Happy Retirement… Right Now!

By John Del Vecchio.  |  April 10, 2019

This is National Retirement Planning Week – conveniently wedged between National Beer Day (April 7) and National Tax Day (April 15). I’ve already done my taxes and filed my return for 2018. Read More

Two Important Roles Investing Plays in Your Retirement Plan

By Lee Lowell.  |  April 11, 2019

It's never too early or too late to start socking money away for your golden years. True, the earlier you start, the more compounding your money will enjoy. Read More

Stockpiling Wood (and Money) for Retirement

By Adam O'Dell.  |  April 9, 2019

I distinctly remember the moment when retirement planning took on a personal meaning to me — I was kayaking with my wife along the Myakka River, which runs some 60 miles through the prairies and Read More