Author Archives: Michael

End of Year Financial Tips

Posted on November 28, 2011 by Michael

I read an article in the Los Angeles Times on Saturday.  You can see the article at this link.  In the article, Tom Petruno announces his retirement and provides his parting thoughts about the financial markets, including some tools, tips, … Continue reading →

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Has Your 401K Become A 201K?

Posted on September 22, 2011 by Michael

Has Your 401K Become A 201K? On September 22nd, the Dow Jones Industrial Average fell another 390+ points.  Proposals by President Obama have fallen flat and nobody was impressed by the latest moves by the Federal Reserve.  The U.S, Congress … Continue reading →

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Review of “Tax-Free Retirement” by Patrick Kelly

Posted on August 19, 2011 by Michael

Review of “Tax-Free Retirement” by Patrick Kelly   The book, “Tax-Free Retirement”, by Patrick Kelly is a national best-seller that takes a look at the failures of the “tax-qualified” retirement plans like the 401(k) and IRAs and recommends a solution … Continue reading →

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