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San Jose Retirement Planning
The Monte Carlo retirement prediction
Monte Carlo simulation
July 5, 2011
Spend enough time talking to financial planners and sooner or later you’ll hear about “Monte Carlo simulation.” As used in...
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Social Security - sooner or later?
Social Security
June 16, 2011
A big-name money expert, known for her exuberant presentation style, recently extolled the virtue of collecting social security later rather than...
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"Naive" 401(k) diversification works
Business & Finance
June 10, 2010
“Naive diversification” is a behavioral finance concept implying that defined contribution pension plan investors do not know how to...
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When volatility really matters
Business & Finance
April 30, 2010
When it comes to investing, a lot of people think purely in terms of absolute returns and pay little attention to measures of risk.When you are...
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Retirement For Two
retirement couples
April 15, 2012
Finally, someone is talking about the issue of emotional challenges in retirement besides me! As I have cautioned in my book “Too Much...
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What's Next? Visit the Main Library on Saturday And Find Out!
Retirement
January 5, 2012
On Saturday, January 7th, the SF Main Library is hosting an event titled “What’s Next: Planning for Life After Retirement.” As...
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You Can't Take Your Dough When You Go, Go, Go
charitable giving
July 12, 2011
Since how we spend our retirement often depends on how we spend our retirement funds, it is helpful to look at how much money we need to live the...
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Retirement Planning Today seminars starting in Marin
Retirement Planning
May 7, 2011
A two-night, low-cost retirement planning seminar is starting in Marin. Sponsored by San Rafael Community Services, these seminars are offered...
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When can I afford to retire?
Retirement Planning
January 12, 2011
At some point each of us will ask ourselves “When is it time to retire?” Probably the more appropriate question is “When can I...
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Social Security Administration offers a second chance to early retirees
Business & Finance
August 29, 2010
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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