Category Archives: Retirement

Caveat Emptor

Posted on December 31, 2015 by Roger Billings

As the year comes to a close, it’s a good time to be reminded that if an investment seems too good to be true, it probably is. A New York financial planner faces up to 16 years in prison for … Continue reading →






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Is the Industry to Blame for Americans’ Obsessive Worrying About Finances?

Posted on October 5, 2015 by Roger Billings

Should we be worrying? Chuck Jaffe of Market Watch reports on two recent surveys of Americans that show obsessive levels of worrying about finances. The 2015 “Life + Money Survey” from GoBankingRates.com, released this month, showed that Americans think more … Continue reading →






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Mistakes to Avoid in Beneficiary Designations

Posted on August 21, 2014 by Roger Billings

Many conscientious estate planners, who prepare careful and complete estate plans, give little thought to beneficiary designations for retirement accounts or life insurance policies. Sandra Feingerts of the Fisher & Phillips law firm has prepared a useful list of mistakes … Continue reading →






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Ten Best Places to Retire?

Posted on May 8, 2014 by Roger Billings

 Bankrate has compiled a list of the ten best places to retire, with the assumption that freezing to death is not a significant concern. The top five are: 1. South Dakota 2. Colorado 3. Utah 4. North Dakota 5. Wyoming … Continue reading →






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Part 2 of How to Fund a Living Trust

Posted on April 28, 2011 by Roger Billings

Funding a trust with retirement accounts, life insurance policies, securities and mutual funds requires some explanation on how best to deal with these assets. IRAs, 401ks and related retirement accounts have built-in estate planning, because they allow you to designate … Continue reading →






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