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Pension Cash Out: Should You or Shouldn’t You?


Ford Motors announced recently that they are going to offer a pension cash out to employees by electing for a lump sum in lieu of future income benefits, and it has been speculated that this option may be presented by many other pension plans in the near future. If you are offered such an option,… Read More →

Posted by John Bevacqua on April 28, 2012

A Retirement Income “Bucket” Strategy That’s Prone to Leaks


The internet and other technological advances have had a profound impact on the construction and delivery of financial advice.  Financial strategies can be customized more easily, and more robust portfolio strategies have emerged that can be both more intuitive to investors and more effective in meeting their goals and objectives. One such financial framework that… Read More →

Posted by John Bevacqua on April 17, 2012

A Spring Cleaning Checklist for your Retirement Portfolio


Get out the broom, wash cloth, and buckets – it’s time for the annual spring cleaning ritual.  Try adding one more item to your list – take a careful look at your retirement portfolio and see if its time to make a few tweaks. Here is a list of items you may want to consider:… Read More →

Posted by John Bevacqua on March 17, 2012