Category Archives: Retirement Planning

2 Areas That Will Make You Revisit Your Retirement Plan

The USS Enterprise stood as a formidable power and deterrent for half a century. She’s almost four football fields in length, has a flight deck that spans four and a half acres and weighed 94,000 tons. The “Big E” sailed … Continue reading

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The Art of Retirement Cash Flow

Part of the Oakland skyline is slowly vanishing as the demolition of the east span of the Bay Bridge continues. The bridge was built in the Great Depression. It was a “double decker” with two spans – western section connecting … Continue reading

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Need a New Year’s Resolution Do-Over?

Is your New Year off to a rough start – More strength needed to birth a new habit, rocky investment markets, or perhaps your team didn’t make it to Super Bowl 50? Well, you’ll have the chance for a do-over. … Continue reading

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Upsizing Your Home in Retirement – Are You Nuts?

Imagine moving one more time to live your golden years of retirement until independent living is no longer practical or safe. What would you want in the new home and where would it be? Fewer stairs to climb, easier yardwork, … Continue reading

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Ordinary People Do Extraordinary Things

The Americans’ goals were huge and the challenges overwhelming. The British expected a swift end to the war. How could a group of squabbling colonies and her untrained army overcome the powerful British Empire? America’s Commander in Chief had his … Continue reading

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3 Thoughts Before the Holidays

Today we honor we honor many – the men and women who made the ultimate sacrifice on the decks and fields of Oahu, and those who served in the Pacific and European Theaters of WWII. That Day of Infamy ignited … Continue reading

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Who Will Benefit from Your Retirement Account?

Good work! You’ve saved hard for retirement and now you’re paying closer attention to an often over-looked area – beneficiary designations. Who gets the remaining treasure when you die? Are you sure those transfers are going to happen? Not to … Continue reading

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Some Overlooked Rollover Rules

A recent story in Bloomberg titled “Retirees suffer as $300 billion 401k rollover boom enriches brokers” highlighted the fears of many investors – the potential for conflicts of interest between you and your broker. Are the future pictures on the … Continue reading

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Easy Money or Bad Idea?

A number one concern of retirees is running out of money in retirement. Say you’re strapped for cash flow, or worried about depleting your retirement savings. What do you do? Home equity might be your most significant asset and a … Continue reading

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Challenges for Retirement Catch Up

“Better to light a candle than to curse the darkness” goes a Chinese proverb. Despite economic struggles and plenty of uncertainties, retirement planning needn’t be a Sisyphean task. I’ll share key insights and regulatory trends from the 401k Summit for … Continue reading

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