Divorce misstep after 50 can be catastrophic

The Bakersfield Californian May 13, 2011 Fans are watching in horror as the fallout from the bitter divorce war of Jamie and Frank McCourt, the owners of the Los Angeles Dodgers, jeopardizes a long-treasured baseball franchise. With accusations flying, the meltdown of the McCourts’ 30-year marriage has become so toxic that the commissioner of Major … Read more

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

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

Grandparents have choices in financial giving

The Bakersfield Californian December 10, 2010 Now is the time of year that doting grandparents begin thinking about buying “just right” presents to put under the tree. Often those presents come in the form of cold, hard cash. MetLife Mature Market Institute recently conducted a nationwide survey of grandparents age 45 and older with grandchildren … Read more