Column Archive: Navigating the Retirement Maze
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
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2011
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
It's Not Your Father's Retirement (March 2011) | 58k | v. 4 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Target Date Funds: Is Yours Missing the Mark? (April 2011) | 59k | v. 6 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Inflation: The Stealth Enemy of Retirement (May 2011) | 59k | v. 5 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Expecting 9% Returns? Time to Get Real... (June 2011) | 59k | v. 5 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Absolute Return Funds: Absolutely Misleading (July 2011) | 59k | v. 6 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Protecting Your Retirement Against a Declining Dollar (August 2011) | 128k | v. 5 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Annuities: Know What You're Buying (September 2011) | 56k | v. 7 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
401(k) Funds: Beware the "Killer Fees" (October 2011) | 72k | v. 5 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Market Making You Nervous? Use “Buckets” (November 2011) | 66k | v. 6 | Jun 25, 2014, 8:53 AM | George G. | |
| Ċ | View Download |
Social Security: Timing is Everything (December 2011) | 58k | v. 4 | Jun 25, 2014, 8:53 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Optimizing Your Retirement Withdrawals (January 2012) | 63k | v. 7 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
When Can I Afford to Retire? (February 2012) | 60k | v. 6 | Jun 25, 2014, 8:54 AM | George G. | |
| Ċ | View Download |
Chasing Yield? Do So Cautiously (March 2012) | 66k | v. 6 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
2012 - A Great Year for Being Charitable (April 2012) | 54k | v. 6 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Women Need Financial Plans, Too (May 2012) | 191k | v. 6 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Want Better Returns with Less Risk? Read On... (June 2012) | 169k | v. 7 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Save Money by Building Your Own Bond Ladder (July 2012) | 211k | v. 6 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Profiting During a Declining Market (August 2012) | 195k | v. 5 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Time to Harvest Your Gains (September 2012) | 223k | v. 5 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Money for Nothin' - Because the Debt is Free (October 2012) | 51k | v. 5 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Offered a Lump Sum? Just Say "No" (November 2012) | 205k | v. 4 | Jun 25, 2014, 9:35 AM | George G. | |
| Ċ | View Download |
Avoiding Your Own Personal "Fiscal Cliff" (December 2012) | 227k | v. 4 | Jun 25, 2014, 8:54 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Long Term Care: The Elephant in the Room (January 2013) | 49k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Long Term Care: Paying for the "Elephant" (February 2013) | 200k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Taxing Times (March 2013) | 199k | v. 5 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Resources for helping you plan for a better retirement (April 2013) | 203k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Estate Planning: Planning for When You're Gone (May 2013) | 193k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Leaving the Party Early: Lock in some of your market gains (June 2013) | 240k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Worried about inflation? A few TIPS... (July 2013) | 203k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
For the Best 529 Plans, Skip Town (August 2013) | 185k | v. 6 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Steer Clear of High Risk Bonds (September 2013) | 181k | v. 4 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
Don't Ignore Investing's Only "Free Lunch" (October 2013) | 208k | v. 4 | Jun 25, 2014, 9:36 AM | George G. | |
| Ċ | View Download |
Index Funds: Look Beyond "Vanilla" (November 2013) | 204k | v. 5 | Jun 25, 2014, 8:55 AM | George G. | |
| Ċ | View Download |
The Taxman Cometh... but there is still time (December 2013) | 184k | v. 4 | Jun 25, 2014, 8:55 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Protecting your digital legacy: Managing and preserving your online assets (January 2014) | 209k | v. 5 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
Getting Your Financial $$$'s Worth (February 2014) | 138k | v. 5 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
How Safe is Your "Glide Path"? (March 2014) | 47k | v. 5 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
How not to be your own worst enemy (April 2014) | 226k | v. 4 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
Why is the SEC redefining "Fiduciary"? (May 2014) | 249k | v. 6 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
Annuities redux: Needs and wants (June 2014) | 191k | v. 5 | Jul 28, 2014, 7:58 AM | George G. | |
| Ċ | View Download |
Financial literacy: Why Johnny can't save (July 2014) | 222k | v. 4 | Jun 25, 2014, 8:56 AM | George G. | |
| Ċ | View Download |
To Roth, or not to Roth? It depends (August 2014) | 287k | v. 4 | Jul 28, 2014, 7:57 AM | George G. | |
| Ċ | View Download |
The Magic of Compounding (September 2014) | 204k | v. 4 | Sep 3, 2014, 3:04 PM | George G. | |
| Ċ | View Download |
Winning the game of Risk (October 2014) | 215k | v. 5 | Oct 9, 2014, 12:29 PM | George G. | |
| Ċ | View Download |
Rightsizing your portfolio risk (November 2014) | 214k | v. 5 | Nov 21, 2014, 10:47 AM | George G. | |
| Ċ | View Download |
Retirement vs. College: Is it a fair fight? (December 2014) | 227k | v. 4 | Dec 16, 2014, 1:06 PM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
How to S-T-R-E-T-C-H your inheritance (January 2015) | 223k | v. 5 | Jan 12, 2015, 2:19 PM | George G. | |
| Ċ | View Download |
Are you getting "Tax Alpha?" (February 2015) | 428k | v. 4 | Apr 15, 2015, 10:05 AM | George G. | |
| Ċ | View Download |
Medicare options: Are you Mediconfused? (March 2015) | 252k | v. 4 | Apr 15, 2015, 10:05 AM | George G. | |
| Ċ | View Download |
Further adventures in Medicare Land (April 2015) | 291k | v. 5 | Apr 15, 2015, 10:01 AM | George G. | |
| Ċ | View Download |
Nest Egg Economics (May 2015) | 313k | v. 4 | May 18, 2015, 3:03 PM | George G. | |
| Ċ | View Download |
Don't miss this new "Backdoor" Roth IRA (June 2015) | 327k | v. 5 | Feb 24, 2016, 12:46 PM | George G. | |
| Ċ | View Download |
Bonds: Hold 'em or Fold 'em? (July 2015) | 159k | v. 4 | Jul 20, 2015, 7:45 PM | George G. | |
| Ċ | View Download |
Don’t confuse collectibles with investments (August 2015) | 267k | v. 7 | Aug 10, 2015, 1:12 PM | George G. | |
| Ċ | View Download |
Alternatives: The wrong way to diversify a portfolio (September 2015) | 180k | v. 6 | Feb 24, 2016, 12:46 PM | George G. | |
| Ċ | View Download |
Buy? Sell? Panic? Navigating a Manic Market (October 2015) | 236k | v. 5 | Oct 18, 2015, 9:03 PM | George G. | |
| Ċ | View Download |
"Honey, they shrunk our Social Security options" (November 2015 | 153k | v. 4 | Mar 21, 2016, 4:19 PM | George G. | |
| Ċ | View Download |
Managing the challenge of longevity (December 2015) | 157k | v. 5 | Mar 21, 2016, 4:20 PM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
"Cash is trash" and other investing myths (January 2016) | 235k | v. 4 | Jul 18, 2016, 1:51 PM | George G. | |
| Ċ | View Download |
Solving the "College Cost" Blues (February 2016) | 221k | v. 5 | Feb 24, 2016, 12:42 PM | George G. | |
| Ċ | View Download |
College financial aid: "Show me the money!" | 249k | v. 4 | Mar 21, 2016, 4:15 PM | George G. | |
| Ċ | View Download |
Why DOL’s new “fiduciary” rules matter (April 2016) | 264k | v. 4 | Apr 18, 2016, 8:25 PM | George G. | |
| Ċ | View Download |
Insurance: Don’t gamble on your retirement (May 2016) | 301k | v. 5 | May 19, 2016, 12:06 AM | George G. | |
| Ċ | View Download |
Retiring elsewhere? Develop a flight plan (June 2016) | 286k | v. 4 | Jun 22, 2016, 2:37 PM | George G. | |
| Ċ | View Download |
Preparing for a future of low returns (July 2016) | 232k | v. 4 | Mar 20, 2017, 2:28 PM | George G. | |
| Ċ | View Download |
Health Savings Accounts - Win the "Tax trifecta" (August 2016) | 278k | v. 4 | Aug 15, 2016, 6:43 PM | George G. | |
| Ċ | View Download |
Interest rates have you worried? They should (September 2016) | 323k | v. 4 | Sep 20, 2016, 2:30 PM | George G. | |
| Ċ | View Download |
Interest Rates: Prepare for ARMageddon (October 2016) | 306k | v. 4 | Oct 26, 2016, 10:49 AM | George G. | |
| Ċ | View Download |
Claim your assets before your state does (November 2016) | 297k | v. 4 | Dec 13, 2016, 1:20 PM | George G. | |
| Ċ | View Download |
Tax changes are coming in 2017, so act now (December 2016) | 324k | v. 6 | Dec 13, 2016, 1:56 PM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Retirement cash hiding right under your nose (January 2017) | 341k | v. 4 | Mar 20, 2017, 2:28 PM | George G. | |
| Ċ | View Download |
How to Fire Your Investment Manager (February 2017) | 311k | v. 5 | Mar 20, 2017, 2:28 PM | George G. | |
| Ċ | View Download |
When Indexing Doesn't Work (March 2017) | 300k | v. 4 | Mar 20, 2017, 2:27 PM | George G. | |
| Ċ | View Download |
Pascal and Your Prepaid Annuity (April 2017) | 272k | v. 4 | Apr 24, 2017, 8:16 AM | George G. | |
| Ċ | View Download |
ESG-SRI Investing: Many options for "Doing good" (May 2017) | 294k | v. 4 | Feb 24, 2020, 7:46 PM | George G. | |
| Ċ | View Download |
Beware of beneficiary designation boo-boos (June 2017) | 317k | v. 5 | Jun 28, 2017, 11:53 AM | George G. | |
| Ċ | View Download |
Don't let "home bias" impair your returns (July 2017) | 294k | v. 4 | Jul 25, 2017, 5:41 PM | George G. | |
| Ċ | View Download |
On your mark... get set... ready to retire? (August 2017 | 311k | v. 4 | Aug 31, 2017, 8:31 AM | George G. | |
| Ċ | View Download |
Learn to love Medicare Open Enrollment (October 2017) | 287k | v. 4 | Nov 3, 2017, 12:40 PM | George G. | |
| Ċ | View Download |
Last minute actions to save on your taxes (December 2017) | 362k | v. 4 | Dec 20, 2017, 8:51 PM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Bitcoin and the GFT (January 2018) | 335k | v. 4 | Feb 25, 2018, 10:55 AM | George G. | |
| Ċ | View Download |
The Return of Volatility (February 2018) | 308k | v. 4 | Mar 1, 2018, 7:48 AM | George G. | |
| Ċ | View Download |
Longevity (August 2018) | 327k | v. 6 | Sep 26, 2018, 5:11 PM | George G. | |
| Ċ | View Download |
In financial planning, it's all about the tools (September 2018) | 119k | v. 4 | Sep 26, 2018, 5:10 PM | George G. | |
| Ċ | View Download |
Reducing your taxes under the new tax law (October 2018) | 119k | v. 4 | Oct 24, 2018, 2:02 PM | George G. | |
| Ċ | View Download |
Building your financial fallout shelter (December 2018) | 249k | v. 5 | Dec 29, 2018, 11:12 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Mind the gap... and reduce your taxes (June 2019) | 168k | v. 4 | Aug 12, 2019, 6:47 PM | George G. | |
| Ċ | View Download |
The Demise of the Stretch IRA (July 2019) | 226k | v. 4 | Aug 12, 2019, 6:47 PM | George G. | |
| Ċ | View Download |
Avoid (Most) Bond Index Funds Like the Plague (September 2019) | 321k | v. 9 | Sep 17, 2019, 1:02 PM | George G. | |
| Ċ | View Download |
Preventing Second Home Family Feuds (October, 2019) | 210k | v. 4 | Oct 31, 2019, 1:36 PM | George G. | |
| Ċ | View Download |
Don't let FOMO destroy your retirement (December, 2019) | 237k | v. 4 | Dec 19, 2019, 8:29 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Resolve to put your investment fees on a diet (January 2020) | 165k | v. 4 | Jan 23, 2020, 10:35 AM | George G. | |
| Ċ | View Download |
Dealing with a Market Meltdown (March 2020) | 67k | v. 4 | May 26, 2020, 9:59 AM | George G. | |
| Ċ | View Download |
Investing in the Time of Coronavirus (April 2020) | 118k | v. 4 | Apr 6, 2020, 2:23 PM | George G. | |
| Ċ | View Download |
Reverse Mortgages - Time to Break the Glass? (May 2020) | 173k | v. 5 | May 26, 2020, 10:08 AM | George G. | |
| Ċ | View Download |
The Market Gods Must Be Crazy (August 2020) | 262k | v. 5 | Aug 11, 2020, 9:50 AM | George G. | |
| Ċ | View Download |
Learn to Love Medicare Open Enrollment (November 2020) | 70k | v. 2 | Nov 4, 2020, 10:22 AM | George G. |
| Selection | File type icon | File name | Description | Size | Revision | Time | User |
|---|---|---|---|---|---|---|---|
| Ċ | View Download |
Annuities - When to hold 'em, when to fold 'em (February 2021) | 184k | v. 2 | Feb 22, 2021, 6:30 PM | George G. | |
| Ċ | View Download |
Caution - Market Turbulence Ahead (February 2021) | 182k | v. 2 | Feb 22, 2021, 6:30 PM | George G. | |
| Ċ | View Download |
Feeling Charitable? Use QCDs ASAP (March 2021) | 186k | v. 3 | Mar 19, 2021, 1:59 PM | George G. | |
| Ċ | View Download |
Fixing what the SECURE Act broke (April, 2021) | 184k | v. 3 | May 5, 2021, 3:35 PM | George G. | |
| Ċ | View Download |
Self-Directed IRAs: Caveat Investor (July 2021) | 209k | v. 2 | Jul 7, 2021, 10:22 PM | George G. |