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Month: March 2011

Don’t let long life be ‘bum luck’

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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

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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

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