Recently I viewed a commercial by Prudential that asks people the age of the oldest person they know, and to put a blue circle on a huge wall by age. I was shocked to see the results (even though it was a commercial): clearly, Americans are living longer…and hopefully, so will you. The big question…
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About: Neal
Recent Posts by Neal
What Is Your Single Biggest Goal?
Financial planning is about setting and achieving goals and objectives. Buying a house or car, sending kids to college, saving for that dream vacation... getting your eyes set on a goal and with fortitude and a disciplined savings program, finding yourself on that Caribbean beach or high atop the Alps of Switzerland. The end result…
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Elder Abuse: An Advisors Viewpoint
Chestnut was started in 1989, almost 24 years ago. In that time, we have met with thousands of people and have had the good fortune of becoming a part of countless families, which I count among the best part of what we do. We try our best to get to know the children and often…
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401(k) Loans – Not the Best of Ideas
With the economy as challenging as it is for American households since 2007, more and more people have been forced to take loans from their 401(k) and 403(b) plans in the past few years. Of the largest fiduciaries of retirement plans, Charles Schwab estimates loan withdrawals averages of 13.7% of active participants, Vanguard reports 16%…
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Recent Comments by Neal
- February 16, 2010 on Long Term Care Insurance Components
