Boomers, plan your encore career before retiring

The Bakersfield Californian April 8, 2011 Another poll and another indication that baby boomers are just plain frightened about their retirement financial security. Released this week, the Associated Press-LifeGoesStrong.com poll found 44 percent of the boomers surveyed expressed little or no faith that they would have enough money when their careers end. Only 11 percent … Read more

Not much ‘bang for your buck’ in this investment

The Bakersfield Californian November 19, 2010 A 46-year-old Bakersfield teacher came into my office recently with a “funny feeling” about an equity-indexed universal life insurance policy she had just purchased. The woman was approached by a local salesman and invited to bring a group of her friends together for dinner to learn about a “surefire” … Read more