Financial Impact Factor Radio: 06.10.11

 401(k), Dave Kittredge, Dave Ng, financial impact factor, Paul Petillo, retirement, taxes  No Responses »
Jun 102011
 

Today on the Financial Impact Factor Radio we had Richard Feldman of Investor Solutions. While Richard deals with higher-income clients, he was nice enough to come on the show to talk about some of the more interesting topics from the world of finance including target date funds, whether couples should approach the plan as a couple and the tax efficiency of the properly constructed portfolio.

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Financial Impact Factor Radio: 06.03.11

 401(k), annuities, Dave Kittredge, Dave Ng, financial impact factor, investing, Paul Petillo, retirement, social security, taxes  No Responses »
Jun 032011
 

Today, on Financial Impact Factor Radio we had Steve Vernon, columnist for CBS.Moneywatch and an actuary. He offered us incredibly sage advice about our approach to retirement, how to navigate the pre-retirement waters and swim in the post-retirement years without sinking under a mountain of our own mistakes. Yes, there was talk about annuities and target date funds and more importantly, there was a discussion about Social Security.

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 Posted by at 8:00 pm  Tagged with: , , , , ,
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