Blog

Seven Common 401(k) Mistakes

This Sunday on the radio show, I spend some time reviewing common 401(k) mistakes being made by folks still in the workforce. I thought I’d lay them out here as well. And while this discussion is written around 401(k)s, don’t think you’re immune because you have a 403(b). You can make the same mistakes with…
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October 6, 2017 0

Find The Savings:
Deregulated Electrical Rates

It’s been 20 years since Pennsylvania deregulated electrical utilities. Since then, you’ve likely been bombarded with companies offering to lower your power bill, either from commercials, online ads, or strange men with clipboards showing up at your doorstep. Is the switch worth it? I dug in to see. Depending on who you ask, I either…
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September 29, 2017 0

The Fed’s Conundrum

We keep hearing about how the Federal Reserve Bank (Fed) will start to raise interest rates, as rates have been stuck at historic lows for so many years. Ask any CD regular and they will tell you CD stands more for “Certificate of Disappointment” than “Certificate of Deposit”. People on fixed incomes who depended on interest from their…
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September 29, 2017 0

Making Preparations That You’d Rather Not Make

My daughter started kindergarten this week. She could not have been more excited. Facing private school tuition, an intolerant bus service, and a subsequent change in both after-school care plans and our morning routine, my wife and I were decidedly less enthused. Anticipation of the added pressure aside, neither of us were prepared for one of the…
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September 14, 2017 0
Ramp Up Your Retirement

Ramp Up Your Retirement

As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as well as things to consider. If haven’t retired but are getting ready to, here’s three things you should think about.   Mind Your Money Now…
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September 14, 2017 0

Will Fall Bring Any Changes?

By Peter Wechsler Your Retirement Quarterback® When Halloween candy hits the store shelves you know that summer is just about gone and that Thanksgiving is right around the corner. Soon it will be Monday Night Football and the World Series that now seems to creep into early November. Once July 4th hits I start getting anxious…
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August 24, 2017 0

Getting Your Mind Right For Retirement

I have plenty of folks coming through my doors who are more than ready to quit their jobs. They’re ready to drop the day-to-day routines of rush hour traffic and 9-to-5 office politics, and leave the office behind. But while a lot of folks are ready to ditch work, they’re not ready for the mental…
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August 9, 2017 0

Will “It” Happen To You?

By Matt Sussman, CLTC American Insurance Planners, Inc. How many times have you said that “it” is not going to happen to me? I know I have, and all of a sudden, “it” happens. Does this behavior stem from denial? Lack of being prepared? Maybe a little bit of both? Well, let’s talk about “it”…
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June 29, 2017 0

10 Retirement Mistakes You May Be Making

The prospect of retirement always sounds good—walking out of the office for the last time, Johnny Paycheck blaring from the car speakers as you drive home and sleeping late whenever you want. But too often, common retirement decisions end up being mistakes. To that end, Kiplinger put together a list of 10 financial decisions retirement…
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June 8, 2017 0

It’s Like Junior High All Over Again

Many of my clients have been in their homes for 40 and sometimes 50 years. Most think they will stay in their homes forever like in my condo, where the average age is somewhere between 85 and death. Most of my neighbors have been in the building since the ’70s. What I’ve witnessed over the…
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June 1, 2017 0