RETIREMENT TIPS: Pros and Cons of Target-Date Funds
By ALAN KONDO, CFP, CLU Target-date funds provide investors with the ability to simplify their…
Browsing: retirement tips
RETIREMENT TIPS: Understanding 529 Plan Distributors
By ALAN KONDO, CFP CLU 529 College Savings Plans (named after a section of the…
RETIREMENT TIPS: Retiring Overseas
By ALAN KONDO, CFP, CLU Perhaps you have always dreamed of retiring in a chateau…
RETIREMENT TIPS: How to Use Life Insurance in Estate Planning
By ALAN KONDO, CFP, CLU Life insurance is typically a critical element of a family’s…
RETIREMENT TIPS: How to Survive an IRS Audit
By ALAN KONDO, CFP, CLU Most taxpayers escape the scrutiny of an IRS audit after…
RETIREMENT TIPS: Containing College Costs
By ALAN KONDO, CFP, CLU College graduates in 2011 walked away with a diploma and…
RETIREMENT TIPS: Long-Term Care Insurance—Good Idea?
By ALAN KONDO, CFP, CLU There is a good possibility that you or your spouse…
RETIREMENT TIPS: Benefits of Rollover IRAs
By ALAN KONDO, CFP, CLU Have you switched jobs or retired recently and are wondering…
RETIREMENT TIPS: Charitable Giving
By ALAN KONDO, CFP, CLU The last quarter of the year is a good time…