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In a previous post (Occupy 401k), I discussed why you should be more angry about hidden 401(k) fees than a $5 monthly ATM fee. Well, check your 3rd quarter 401(k) statement, and you might find some new treats in it. The Dept of Labor finally stepped it up, and 401(k) plans are now having to ...
This just in: owning a home is so 1990. Wait, scratch that. Owning a home, paying off the mortgage, and then dying in that home, is so 1990. Want your financial plan to look more attractive? Start planning now to sell later.
After recent meetings with two retired couples, it really hit me ...
Just when you thought it was safe to use a bank that didn't make you feel dirty, the US Justice Department asks Wells Fargo to cough up $175 million to make good on accusations that it overcharged and wrongly steered minorities on home loans. So much for Wells Fargo being the one bank to ...
By now, hopefully we’re all in agreement that a boring, globally diversified portfolio of low-cost institutional mutual funds is better than a sexy portfolio of individual stocks, and that your nest egg money should be manged by a trusted, independent fee-only advisor. This means that you’re ...
Schadenfreude is loosely defined as taking joy in another's pain. Pretty sick, right? The Buddhist in me can't possibly be guilty of such an act. But I'm human too, and every once in awhile an advisor gets to smile and say "I told you so." Right now, the thousands of advisors around the country
So there I was sitting in my car, stuck on a shut-down freeway. In my quest to find out what caused this little debacle, I tuned into an AM radio station. While waiting for a traffic report, I got to hear the show's guest speaker, a "financial advisor" of sorts, tell listeners all over Los ...