Finance Blog
My Clients’ Top Three Investing and Retirement Fears
Written by Dan Solin on January 25, 2011
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My Clients’ Top Three Investing and Retirement Fears Investors have a lot to be fearful of these days. They have legitimate concerns about the deficit, the state of the economy, and high unemployment rates. It’s not just economic abstractions. The fears have become personal. Here…
Retirement Planning: So Many Choices, So Little Time
Written by Dan Solin on January 18, 2011
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Retirement Planning: So Many Choices, So Little Time Many employees have choices when it comes to retirement planning. Here are three common retirement-planning choices: A Roth 401(k) A traditional 401(k) A Roth IRA How do you decide which is best for you? Retirement Planning: Eligibility…
Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning
Written by Dan Solin on January 11, 2011
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Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning With record unemployment rates, many employees are confronting the decision of how to handle the funds in their 401(k) plan when they leave their present employment. For most employees, the choice…
New Year’s Resolutions for Investors
Written by Dan Solin on January 4, 2011
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New Year’s Resolutions for Investors This is the time of year for New Year’s resolutions. When it comes to investing, I have some suggestions you might want to consider. Here they are: 1. Fire your broker. I can’t think of any reason to use the…
8 Ways to Ponzi-Proof Your Portfolio
Written by Dan Solin on December 21, 2010
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8 Ways to Ponzi-Proof Your Portfolio You would think that after the Bernie Madoff scandal was exposed, the era of Ponzi scammers would come to an end. Sadly, this is not the case. Recently, former Denver Broncos quarterback John Elway and his business manager were…
Maximize Your IRA Benefits with an Inherited IRA
Written by Dan Solin on December 14, 2010
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Maximize Your IRA Benefits with an Inherited IRA Whenever I talk about IRAs and estate planning, I can almost see the numbness come over my audience. I can understand why confronting your own mortality comes well behind the name of the latest contestant to be…
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