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Plan Well, Retire Well

Saving and investing your money

90+ in the United States: Implications for Retirement Investing

The U.S. Census Bureau and the National Institute on Aging have released a report this month titled "90+ in the United States: 2006-2008" that examines the rapidly growing "oldest old" segment of our population. The report describes the demographic, health and economic situation for America's oldest adults. Some of the main findings of the report include: On average, a pe...

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How Can I Estimate College Costs?

I have heard this question several times lately which reminds me that it's that time of the year again -- college application time!  For all you working with a young adult to submit college applications, good luck!  Submitting college applications can be stressful (as well as exciting) and a part of the stress is the difficulty in estimating college costs. Not all colleges cost the...

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Does it matter where my investment advisor works?

I've written many times about choosing an investment advisor or financial planner, but this week I've received a question that puts a different twist on the issue: Does it make a difference where my advisor works. For example, what if she works for one of the big brokerage firms? The heart of the question is, How do I assure that my financial advisor is putting my interests first? In ad...

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