Retirement

Guidant Response: Knowing When to Retire

Guidant Response: Knowing When to Retire

By: Allen G Yee There was an interesting article on The Bleacher Report on Ray Lewis (@raylewis52com) of the Baltimore Ravens.  The report raised a question whether Ray should retire or not.  The focus of the article was based solely on Ray Lewis’ football abilities and his impact on the game.  I’m not here to debate the “football” [...]

New Year Resolutions

New Year Resolutions

By: Allen G. Yee ‘Tis the season, right?  After about a month of indulgence, without a doubt, there were countless resolutions made as the New Year began a few days ago.  Resolutions such as losing weight, quitting smoking, spending time with family, working/studying harder, etc. are made and broken in a short period of time [...]

Guidant Response: Knowing When to Retire

By: Allen G Yee There was an interesting article on The Bleacher Report on Ray Lewis (@raylewis52com) of the Baltimore Ravens.  The report raised a question whether Ray should retire or not.  The focus of the article was based solely on Ray Lewis’ football abilities and his impact on the game.  I’m not here to [...]

Guidant Response: Financial Resolutions for 2012

News Brief Provided By: Allen G. Yee An absolute must read for everyone heading into 2012. Planning and saving/investing are top priorities but right up there should be investment strategies that reduce volatility and significant draw downs.  Buy and Hold strategies should be reviewed and addressed along with one’s risk tolerance and ability to cope [...]

Guidant Response: Retirement Comparisons, Gen Y and Baby Boomers

News Brief  By: Allen G. Yee I am absolutely dumbfounded by the statistical information from the TD Ameritrade survey. Given the current state of the economy, enormous unemployment and lackluster stock market it amazes me to hear that the younger generations are saving at a greater rate than those that presumably have greater disposal income. [...]

To Convert or NOT To Convert in 5 Easy Steps

What is a Roth conversion?  A Roth conversion is the process of moving an IRA or employer plan assets to a Roth IRA.   When will you need the money?  If you have an immediate need for the funds or need them to continue your current standard of living, then a Roth conversion is probably [...]