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Know your limits

Posted by Phil Andrews on Oct 28, 2015 1:48:02 PM


From coffee and sandwiches to insurance, tuition, or houses, we’re used to the price of things rising every year. Even when inflation is close to zero (at least officially), the numbers always seem to go up.

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Topics: 401(k), contribution limits, IRA, irs, limits, Near or in Retirement, All, Saving for Retirement

Back to the investing fundamentals

Posted by Phil Andrews on Oct 23, 2015 11:12:24 AM


It’s starting to look a lot like autumn. Even at our headquarters in sunny La Jolla CA we see the signs of fall – both the tourist crowds and the marine haze are gone. Everywhere else we operate, autumn leaves are flying in the cooler winds of October and pumpkins are piling up. All this makes us think of two things: rebalancing and football.

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Topics: 401(k), investment, rebalancing, retirement planning, Near or in Retirement, All, Saving for Retirement

The secret mysteries of retirement investing and television

Posted by Phil Andrews on Oct 8, 2015 6:15:31 PM


Why is retirement investing like managing your TV provider? It’s not because it’s so hard to find something you like among a zillion options. Well, actually that’s true too. But what we want to talk about is that massive, detailed monthly bill.

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Topics: 401(k), fees, financial advice, investment fees, IRA, pricing, retirement planning, robo-advisor, All, Featured, Saving for Retirement

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