Don’t let long life be ‘bum luck’

The Bakersfield Californian March 25, 2011 How long can I live? That seemed to be a question the guy should be asking his doctor, not his financial planner. But across my desk sat a 49-year-old client, who wanted to know just how long he could live until his retirement savings – bank deposits, 401k investments … Read more

Bad news for boomers relying on 401(k) plans

The Bakersfield Californian March 4, 2011 The 401(k) generation is retiring with savings plans that are falling way too short. And if that news isn’t bad enough, try this: Many 401(k) plan managers have conflicts of interests. They charge fees, offer advice and direct funds more for the managers’ benefit than for the investors’. Those … Read more