Beware of the financial schemes aimed at mature Americans. Provided by Los Angeles Financial Planner, Rose Greene, CFP ® Retirement lasts longer and longer, and the retired population is growing. So the conditions are right for a “perfect storm” of financial swindles aimed at baby boomers and elders. Just an alert … here are some [...]
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Peter Montoya
Be cognizant of these unique challenges. provided by Los Angeles Financial Planner, Rose Greene, CFP ® Many states have passed laws barring housing, credit and employment discrimination against LGBT (lesbian, gay, bisexual, and transgender) couples and individuals. Yet these civil rights moves have not removed the financial penalties that gay, lesbian, bisexual and transgender couples [...]
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Do they go hand in hand? Provided by Los Angeles Financial Planner, Rose Greene, CFP ® Does money actually buy a degree of happiness? It is worth thinking about the effect money has on our lives. What role does money play in our happiness? Is that role overrated? Most psychologists and sociologists will tell you [...]
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Changes are coming – check now to see if they affect your investments. provided by Rose Greene, CFP ® For the first time in 45 years, the rules governing 403(b) plans have changed. So this is the time to review your account and see if your investments can continue under the changes. Your employer has [...]
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Weekly Economic Update for March 29, 2010
by Rose Greene, CFP on April 1, 2010
Quote of the week. “Nothing in life is to be feared. It is only to be understood.”– Marie Curie Reforms become law. President Obama signed his long-envisioned health care reforms into law on March 23, and he will sign the amendments to the bill into law on March 30. Most of the major changes will [...]
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