by Jay Beattey | Jun 20, 2014 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Participants in 401k plans often tell me they pay no fees in those plans. So – they conclude – all my rants about the impact of fees on wealth don’t apply to them. Oh, contraire! Most of those 401ks are chock full of mutual funds – and mutual funds may be the...
by Jay Beattey | Jun 17, 2014 | Articles, Retirement, Wealth Building
Our pre-retirement inattention to Medicare has left it a playground for politicians – and they’ve been having fun crafting surprises that lie in wait for you. There are four parts to Medicare...
by Jay Beattey | Jun 11, 2014 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Chances are – these are pieces of advice you’ve heard before – perhaps even from people who love you (i.e. parents). But you may want to re-think conventional wisdom – and here’s why. 1. It takes money to make money. This self-limiting belief crushes dreams,...
by Jay Beattey | Jun 6, 2014 | Articles, Personal Finance, Retirement, Wealth Building
As my colleagues and I inform people about a pathway to personal wealth and retirement income that blows the socks off of “Wall Street” plans – we find more people coming to the defense of their 401k (or it’s close cousins – the IRA, 403b, 457, SIMPLE, and SEP). It’s...
by Jay Beattey | Jun 2, 2014 | Articles, Retirement, Wall Street
There’s not a whole lot of disagreement that another bubble is going to burst soon. The only debate is what “soon” means. The catalyst that brings on the next round of financial calamity may turn out to be a close relative of the catalyst that brought on the last...
by Jay Beattey | May 26, 2014 | Articles, Personal Finance, Retirement
I recently built this chart for a series of speaking engagements I was asked to deliver. I used it to make a variety of different points – many of which I’ll share with you in the coming weeks. But for starters, I wanted to highlight some thoughts about investing fees...
