August, 2011 | Steven Van Metre, CFP®

Couples, take this test to see if retirement plans agree

January 9, 2016August 19, 2011 by Steven Van Metre

The Bakersfield Californian August 19, 2011 Several months ago, a 50ish Bakersfield man who works as a manager for a local business, sought my help with developing a retirement plan. He is married with one child, a daughter, who will enter college next year. His employer provides access to a 401(k) plan. The man and … Read more

Economic roller coaster turns boomers’ stomachs

January 9, 2016August 5, 2011 by Steven Van Metre

The Bakersfield Californian August 5, 2011 It’s stomach-turning. No, I am not talking about how you feel after you get off the Green Lantern: First Flight, the just-opened new thriller roller coaster at Magic Mountain. I am talking about how you feel after watching the congressional debt-ceiling debate, after watching the stock market take your … Read more