Qualified plans are not the only option

If you aren’t a member of your local Costco warehouse, you may not be familiar with the monthly advertising magazine (Costco Connection) that features a few articles to break up the ad space. Each issue contains a Q&A column with Suze Orman who gives advice on selected financial questions. Though this piece doesn’t typically crack […]

Stop the Madness

“We cannot solve our problems with the same level of thinking that created them.” – Albert Einstein It’s possible this quote is trotted out too often, but I love this timeless piece of wisdom for two reasons. First, it reminds everyone that how we approach a problem has a major impact on how it is […]

Forget the 401(k)

Several months ago the Wall Street Journal published a piece arguing that we need to create a new form of retirement plan. I love this idea for many reasons, though I disagree with the specific solutions provided in this piece. Below are the features the Journal promotes to improve the current system along with my […]