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When will you reach your next Turning Pointe?


How Is Your Financial Health?

5 Ways Your Boss Is Helping You Retire Better

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  • Changes to Social Security?

    Provided by Keith Klein

    The “Bipartisan Budget Act of 2015” which was signed into law in November of this year dramatically changes Social Security planning. Section 831 of the law, titled  “Closure of Unintended Loopholes,” impacted two powerful claiming strategies called “File and Suspend” and “Restricted Application.”

    Market Update: A Formal Correction

    manbear.jpgBy Keith Klien


    Well, it happened: the first formal market correction since the recession of 08-09.  Mathematically, we have been due.  Though the circumstances are fairly different from the recession, there are some things to be thinking about for both the short and long term.  

    I Maxed Out My 401(k)! Now What?

    now what.pngBy Kimberly Rotter with Keith Klein

    Read on Investopedia

    If you’ve already reached your 401(k) contributions limit for the year (or soon will), that’s a high-quality problem. But it’s still a problem. You can't afford to fall behind in the funding-retirement game (who knows what the cost of living will be when you stop working?). And losing the contribution's reduction in your gross income isn't going to help your tax bill next April, either.

    8 Ways to Save on a Tight Budget

    Are Alternative Investments Right For Your Portfolio?


    Could It Be? Researchers Find A Hiring Bias That Favors Women

    LA Johnson/NPRRead on

    By Owen Phillips

    Think, for just a moment, about the last job you applied for.

    If you didn't get the job (apologies), did you get an interview? If not, did you feel some hidden forces, beyond your control, working against you?

    They Said What?!

    overhearconvo-190x130.jpgUnbelievable Money One-Liners Retirement Planners Have Heard

    By Marisa Torrieri with Keith Klein

    Financial Literacy Month 2015: Exploring Delayed Gratification


    by Keith Klein


    Since raising children to become Financially Literate adults is ultimately our job as parents, I am publishing this series of posts on teaching financial lessons to children of different ages.

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