Financially clueless students heading off to college

The Bakersfield Californian June 20, 2013 Scrambling to recover from the financial losses they experienced during the Great Recession of 2009, many of my aging boomer clients now are waving goodbye to their college-bound children. Many fear they also may be waving goodbye to their retirement savings. College students and their families are taking on … Read more

Consider options before tapping 401(k) account

The Bakersfield Californian January 25, 2013 As the Boomer generation ages, financial planners are concerned that people are not saving enough money to support themselves in retirement. This concern escalated with recent reports that Boomers are digging their financial hole deeper by borrowing against their meager nest eggs. Monitoring agencies report that more than one … Read more

Message is clear: Americans are ‘on their own’

The Bakersfield Californian September 25, 2012 A growing number of Americans are being left “on their own” to figure out how they will support themselves in their old age. The 2012 Retirement Confidence Survey released by the Employee Benefit Research Institute in September revealed that baby boomers and members of the generations that follow are … Read more