Featured Archive

401k retirement

The Basics of 401k Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Take money out later, in retirement, and pay the… Continue reading

 
John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

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I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading

 
Suze Orman

Suze Orman Thinks You Need At Least $5 Million To Retire

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As any Suze Orman fan will tell you, it’s well documented that the majority of Americans don’t save enough for retirement. I won’t repeat the litany of stats here. It’s depressing enough. But I will suggest that there is something… Continue reading

 
financial planning

Financial Planning Is About Freedom From Worry

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I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer… Continue reading

 
Jason Zweig Investments

Have I Got a Fund For You! Why Brokers Push Some Investments

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Buyer Beware! Efforts to make investing safer and more transparent for all Americans are being vigorously resisted by big Wall Street banks such as Morgan Stanley, Merrill Lynch, Wells Fargo, JP Morgan and UBS. Unfortunately, these firms have anti-consumer business… Continue reading

 
Money Resolutions

5 Resolutions that Could Help You Retire a Millionaire (But Still Enjoy the Champagne)

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In the iconic words of Regis Philbin during his game show hosting duties, “Who wants to be a millionaire?” The better question should be who doesn’t. While it may sound lofty to dream about retiring with 6 zeroes (or more)… Continue reading

 

Three Gifts More Valuable Than This Year’s ‘Must-Have Item’

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Twinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp… Continue reading

 
College payment

Your Child Probably Won’t Get a Full Ride to College

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It’s a struggle we often have as parents – the lingering thought of “how will I pay for this?” The this will change throughout your child’s life, but one especially daunting expense is college. Whether your kid is barely walking… Continue reading

 
Mitch Tuchman Grace in 30

The Life Event that Sparked an Investment Revolution

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Recently, I sat down with Ed Melick at Grace in 30, a radio broadcast out on WERA-LP Arlington, to discuss the life-changing event that motivated me to cultivate a business centered on better investing. Grace in 30 summarizes my experience thusly:… Continue reading

 
    

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