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San Jose financial planning

Protecting you and your loved ones: Estate planning for consumers

“Protecting You and Your Loved Ones: Estate Planning for Consumers” is the title of a webinar given by Martin M. Shenkman, CPA, MBA,...
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Older Women Face Perilous Paradox

  • women in retirement
  • November 1, 2011
I have written about this before, but sometimes we need to be reminded of things several times before we take action. So here is another reminder...
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Writing Your Will Online

  • writing a will
  • April 16, 2011
Many of us think of April as Do Your Taxes Month. Now that you have finished your tax return, you can look back at the document as a record of your...
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Social Security Administration offers a second chance to early retirees

The once obscure regulation that it is possible to repay all that you have collected from Social Security in order to obtaina bigger monthly check...
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Credit Unions vs. Banks for competitive CD interest rates and safety

Many borrowers turn to credit unions when thinking about a home mortgage or auto loan, but more should consider the benefits of credit union...
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Low interest rates on FDIC insured CDs have investors looking at insurance products

Investors that are not satisfied with the interest rates they are finding when old bank CDs mature should look at Extended Guaranteed Savings...
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Understanding Bond Investing: It's easy when you know how

A bond is a loan instrument with a promise to pay back borrowedmoney with interest, at a specific point in time called amaturity date.Investing in...
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Inflation or Deflation: Buy US I Bonds under any circumstances and rest a little easier

An ultra-safe investmentThere are always uncertainties in the investment world, and anything that guarantees against a loss of principal deserves...
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The difference between exchange traded funds (ETFs) and index mutual funds

Readers who follow this column are well aware that I am a loyal disciple of John Bogel and a big fan of index mutual funds – mostly because...
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Medicare rules are inflicting permanent penalties on unsuspecting retirees

Misguided federal housing programs and corporate greed have led to the “millionshave lost billions” financial fiasco we have endured in...
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