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Retirement Planning

Mother, Family, Daughter, Talking

Your Retirement Plan And The Back-Up

If you have not done any retirement planning, tomorrow, as everyone is seated around the table, decide which kid you want to live with…This is Plan B.

WBZ NewsRadio 1030–11/27/2013

Golf, Senior Tour, Green, Sand Trap

The Millionaire Club: Sixty-Something

The mother of all birthdays has come and gone and the first of the Boomers are now getting senior discounts when they go to the movies.

WBZ NewsRadio 1030–11/01/2013

(WBZ-TV File)

The Millionaire Club: Fifty-Somethings – The Boomers!

If you are a Boomer, your retirement planning has been scrutinized in the media for the last decade.

WBZ NewsRadio 1030–10/31/2013

(Credit: Thinkstock)

Investing Is Not Financial Planning

Consumers often believe that financial planning means having money to invest. Not so!

WBZ NewsRadio 1030–09/18/2013

(credit: iStockphoto)

Having Children Can Change Your Financial Goals

Babies change your goals. Instead of a Prius you are thinking van.

WBZ NewsRadio 1030–06/25/2013

(Photo by Drew Angerer/Getty Images)

Penalty Free At 60

The number I am looking for is actually 59½!

WBZ NewsRadio 1030–01/30/2013

Cuba

The Magic Of Age 55

Age 55 seems to be a magical number; still young enough to travel or start another career.

WBZ NewsRadio 1030–01/29/2013

Cash, Million Dollars, Currency, U.S. Dollar

How To Be Wealthy In The New Year

If you have been using the lottery as your planning for the wealthy part, I want you to rethink your strategy and figure the odds.

WBZ NewsRadio 1030–01/02/2013

(credit: CPSC)

What To Do Financially When You’re Expecting

There’s lots of books about how to raise kids but there isn’t much about how to plan financially for a baby.

WBZ NewsRadio 1030–12/04/2012

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Are You Saving Enough For Retirement?

There are 50 million 401K accounts with an average balance of just over $60,000, according to the Employee Benefit Research Institute. That’s not enough!

WBZ NewsRadio 1030–10/25/2012

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