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Book Signing in Coconut Grove

Frank will be doing a book signing for his newest release "The Retirement Challenge: Will you Sink or Swim?". Book signing is at "Bookstore in the Grove" on February 19th at 7:00PM. "Bookstore in the Grove" is located at 2911 Grand Ave, in the Mayfair Shops across from Cocowalk. You can contact them at (305)443-2855. To read more about "...

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Social Security Options

Most discussion about Social Security Options revolves around when to take it. Taking it before your “Full Retirement Age” reduces your monthly check. Delaying distributions provides an enhancement of about 8% per year until age 70. But, there are three more sophisticated techniques you might employ to further boost your benefits. Che...

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Why You Will Work Through Retirement

You read it here first, but Business Week has taken up the story of Why You Will Work Through Retirement. Longer life expectancies, reduced Social Security benefits, a stock market decline, and reduced social safety networks all combine to insure that more Americans are going to work at least part time. Paradoxically, improved health allo...

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How will Obama fix Social Security?

How will Obama fix Social Security? The political, moral, and economic issues are huge, setting the stage for a war between generations. Newsweek did a great job of outlining some of the questions facing our new President. Does Obama dare to touch America’s third rail? Or will we all just put our heads in the sand and pretend that the s...

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Legislative Update: Required Minimum Distributions for 2008 and 2009

If you are over 70 ½, or if you will be next year, you may have been following a recent bill that was passed to give owners of retirement plan assets some relief from Required Minimum Distribution rules. The bill was passed and signed by the President, but will not take effect until 2009. The Treasury Department has made it clear that 2...

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