In this series, we will ask top experts for their retirement advice the most common retirement questions from our readers. Every portfolio is different, but when it comes to your retirement planning, many people have the same retirement questions and make the same retirement mistakes….
Are cost of living expenses a part of your retirement planning? They should be. An article in a recent issue of AARP The Magazine absolutely shocked me. It listed the most affordable places to retire. Yet Maine, which was on the list, has a property…
With the price of gold recently reaching $1,900 per troy ounce and expected to hit $2,500 per troy ounce by year’s end, the temptation to sell gold is high for many consumers looking for investing advice. An uncertain stock market and the recent downgrade in…
In the late ’90s, I had a client who was excited to see his stock options increasing at a rapid rate. Over the course of a few months, he saw the value of his options increase four times, and he was a millionaire on paper…
Q & A with Financial Planning Expert Roger Wohlner Beginning Financial Building Blocks Did you join fee-only financial planner Roger Wohlner on the last Live Chat? If you missed out, here’s an excerpt with some financial basics for those looking to get on the right…
What To Do With Your 401(k) When Leaving Your Job Roger Wohlner It is very common for me to see a new client with a number of old 401(k) accounts held by various former employers. Many people don’t know what to do with the accounts…