Philip Bachman

Please follow and like us:
May 16, 2017

401(k) Hardship Withdrawals

The familiar concept of 401(k) savings goes something like this: we working folks can tuck away money for our future retirement, possibly take advantage of an […]
January 26, 2017

A Rare Case of Free Money

There are all types of sensational financial “headlines” on websites and other places. Financial sensation of the questionable type is usually designed to grab our attention […]
January 12, 2017

2016 Stock Market Recap in (Roughly) 500 Words

The 2016 stock market results are in. All the major U.S. stock indices had a great year. The Dow Jones Industrial Average, S&P 500, and NASDAQ […]
November 1, 2016

A Sign to Not Wait

By Philip Bachman Most of us know the common knowledge that the sooner we start saving for retirement, the better off we will be. This wisdom […]
October 24, 2016

Longevity Risk: Health Care Costs

By Philip Bachman Our previous article on longevity risk showed that folks are living longer. It is exciting that many people have more time to do […]
October 17, 2016

Longevity Risk: Statistics about Longer Lives

By Philip Bachman One highly important theme in the financial planning field today is longevity risk. As its name implies, the term means the risk of […]
October 10, 2016

Car Shopping! Part 3

By Philip Bachman We posted articles about car shopping on April 14 and July 20. They discussed some overarching financial considerations about buying a car. Today’s […]
August 25, 2016

The “Cliff’s Notes” about 529 College Savings Plans

By Philip Bachman It’s hard to believe back-to-school season has already happened this summer! With school in session again, now is a thoughtful time to chat […]
July 20, 2016

Car Shopping! Part 2

By Philip Bachman We introduced a blog series about car shopping on April 14. Today’s article will caution against thinking of cars as a financial investment, […]
June 29, 2016

Brexit and Your Portfolio

By Philip Bachman The Dow Jones Industrial Average opened down over 500 points on June 24, 2016 after the results of Brexit – the United Kingdom’s […]