Retirement ‘grass’ may not be greener in another state

The Bakersfield Californian February 18, 2011 Blame it on the winter fog and rain. Or maybe it is just spring fever. Whatever the cause, in recent days, several boomer clients have vowed to beat feet out of Bakersfield when they soon retire. I can understand some of their concerns. California’s and Bakersfield’s image has been … Read more

Silver tsunami heads to retirement shore unprepared

Bakersfield Life Magazine February, 2011 They have been called the “pig in the python.” They are the baby boomers who comprise a huge bunch of people born after World War II, from 1946 to 1964. They swelled the historically “flat” demographic line as they grew out of diapers, overwhelmed American schools, consumed the job market … Read more

Take control with a retirement plan

Bakersfield Life Magazine February, 2011 A local nurse who attended a retirement planning course I conducted through the Levan Institute for Lifelong Learning at Bakersfield College, came into my office recently seeking a second opinion regarding an investment. Two years ago, she bought one of the most expensive investments on the market that had management … Read more