Retirement Times Newsletter

Retirement Times Newsletter

October 2020 This month's Retirement Times considers "To Roth or not to Roth" as well as the continued consolidation of defined contribution recordkeeping. Additionally, the issue provides considerations on the decision of when to save or purge plan documents and tips...

Retirement Times Newsletter

October 2020 This month's Retirement Times considers "To Roth or not to Roth" as well as the continued consolidation of defined contribution recordkeeping. Additionally, the issue provides considerations on the decision of when to save or purge plan documents and tips...

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How to fight fair about family finances – Part 1

How to fight fair about family finances – Part 1

The following segment first aired on KEDM 90.3. I’m no marriage counselor, but I’ve seen my fair share of family feuds over finances. My friend Bob Livesay turned me on to this helpful explanation of the widely divergent ways we deal with conflict (about money or...

Staying relevant in the workplace as you age

Staying relevant in the workplace as you age

Originally published in the News Star and the Shreveport Times on Sunday, December 4, 2016. Q: I am a young man in my 20s. I have recently been given managerial responsibility over men twice my age. They are good men, but I can tell they are not completely comfortable...

A Christmas Gift for You

A Christmas Gift for You

Money Matters (November 2016) By Chuck Dudley   BE HAPPY, LIVE LONGER AND REDUCE RISK IN RETIREMENT! Tom Hegna is an author, economist and retirement expert. He had a long career with New York Life. Tom writes a newsletter that can be found at: TomHegna.com....

Overcome downsizing

Overcome downsizing

Originally published in the News Star and the Shreveport Times on Sunday, November 20, 2016. Question: I just got told everyone at my work with my job description is being let go. I have worked at this place for a very long time and looking for work elsewhere scares...

Succession plan – work till I die, then leave it to the kids

Succession plan – work till I die, then leave it to the kids

Originally published in the News Star and the Shreveport Times on Sunday, November 13, 2016. Question: I have a good business with a strong management team. I am beyond retirement age, but due to my capable management team, I am able to come and go as I please, as...

What a difference a day makes! Post Election Investment Update

What a difference a day makes! Post Election Investment Update

Before last night, the conventional wisdom held that Hillary Clinton would be our next president and the next four years would be colored by her policy agenda. The markets had already come to terms with that probability and had placed their bets accordingly. Now,...

To reach your goals, measure results, but manage activities

To reach your goals, measure results, but manage activities

Originally published in the News Star and the Shreveport Times on Sunday, November 6, 2016. Question: So much of what goes on in financial matters is outside of my control. Sometimes it seems like all the planning in the world can be undone by some unforeseen...

Budget or bust

Budget or bust

Considering a home remodel? Steven Covey reminds us that all things are created twice - once in the mind, and then in reality. And the better job we do of creating the thing we want in our mind, the better chance we have of actually getting it. Listen to how I would...

Don’t Have a Pension, Create One!

Don’t Have a Pension, Create One!

Money Matters (November 2016) By Chuck Dudley   REMEMBER WHEN EVERYONE HAD A PENSION? Well, almost everyone. A pension is defined as: "a regular payment made during a person's retirement from an investment fund to which that person or their employer has...

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