Group Term Life Insurance – Look Twice to Get the Best Deal As part of my financial planning education at UCLA, we studied Insurance on the Person – life, medical and disability, in other words. I am paying more attention to this kind of insurance than ever before – three otherwise healthy breadwinners in my [...]

I caught up with Retirement Savior (RS), an outperformance strategist and very thoughtful investment manager, blogger and former swing trader. Although I did not get him to reveal his real name, I did manage to get him to talk openly about his trading thoughts long-distance via email. In a nutshell and in his own words, [...]

Early this morning I was woken up by the strange, marvelous sound of dripping: the Bay Area’s heat wave was finally broken with a dramatic East Coast-style storm of rolling thunder and laser-like lightning. In the stormy world of finance, DRIPs and DSPPs are some of the safest bets you’ll find. A DRIP (Dividend Reinvestment [...]

This list is for beginners and experts alike, but most importantly, all the books listed here are relevant and inspiring now – and in a few years’ time from now – with classics and some worthwhile little-known books you might not have heard of. The Joy of Money – Money Management, Plain and Simple I [...]

You now have a great way to invest in a group 401(k) – just like your employed friends. Freelancersunion.org, a nonprofit organization that represents America’s independent workforce, just announced its Freelancers Retirement Plan.

If you are in charge of or oversee your elderly/retired parents finances, you have some flexibility this year in the usually stiff requirements regarding distributions from IRAs, 401(k)s and other plans, thanks to the recent Worker, Retiree, and Employee Recovery Act of 2008.