“The Retirement Gamble”

by Eve Kaplan, CFP(R) Practitioner Have you seen the PBS Frontline documentary “The Retirement Gamble”? PBS ran it again on October 29 on Channel  13 — just in time for Halloween. It’s hard to watch this program without a sense of horror at the way our retirement plan system is rigged to rip off Americans struggling to save for their […]

Caveat Emptor (Buyer Beware) When It Comes to Complex Annuities!

Do you own an annuity — or have you been approached about buying one? Be aware that annuities are under increasing scrutiny, with the State of Florida leading the charge. Florida put suitability standards on the books in January 2011 to protect its senior citizens from fraudulent annuity sales that are unsuitable for a person’s […]

Suze Orman’s Take on Financial Planners

Suze Orman is a media star in the buttoned up world of financial planning. Accordingly, it’s easy for some professionals to dismiss her as a “lightweight,” even though she does a credible job preaching financial common sense to overspending, undersaving American public. In particular, Orman has sound advice if you seek a good financial planner. […]

Are You Committing These 13 Financial Risks?

Financial Risk is like driving a motorcycle or a car. If you speed down the highway on a motorcycle without a helmet, your risk of an accident is increases. If you ride the same motorcycle at lower speeds and wear a helmet, you reduce your risk but incur more risk than driving a car. However, […]