As with so much in life, retirement planning is an exercise in which you win by not losing. You don’t have to be the world’s greatest stock picker or the second coming of Warren Buffett. Given a lifetime of saving and investing, you can generally reach your retirement goals by simply avoiding a handful of...Read More

January tends to be an eventful month for investors engaged in retirement planning. In addition to the usual New Year’s resolutions to save more and live more frugally, January is a great month to rebalance your portfolio and to make your annual IRA or Roth IRA contribution. I recently touched on IRA contributions and portfolio...Read More

Charles Sizemore gave his thoughts to the Wall Steet Journal’s Quentin Fottrell on George Lucas’ decision to sell his Star Wars film empire to Disney ($DIS) for  $4.05 billion in cash and stock and what its implications are for financial and estate planning: By cashing out now, experts say the filmmaker spared his family the...Read More