| Dec 19, 2011
| 5:07 AM
The end of the year is the traditional time for making gifts. For 2011, you may give up to $13,000 to a person without incurring any federal gift tax liability (the $13,000 annual limit applies to each donee). If you are married, you...
| Jan 31, 2012
| 3:11 PM
The Glendale Latino Assn. announced its Woman of the Year, Man of the Year and Organization of the Year for 2012.
The following members will be presented with a Community Award on Feb. 23 at the La Cañada Flintridge Country Club.
Denise Miller, Woman of...
| Jul 21, 2011
| 12:07 PM
Multiple area locations
It has now been more than two years since JP Morgan Chase banks arrived on the West Coast, opening a majority of its branches (and jobs in Southern California. Offering a wide range of services to its...
| Aug 9, 2011
| 8:51 PM
Orange Coast College is hosting a retirement planning workshop from 9 a.m. to noon, Aug. 20 and Aug. 27, in Social Science, Room 104.
The workshop is $59 and includes a 226-page illustrated textbook. Parking is free.
The college is located at 2701...
| Mar 19, 2012
IRA Solutions, Inc.
Jesse Lipscomb, Investment Advisor
CA Insurance Agent License: 0D22050
4025 Camino Del Rio South
San Diego, CA 92108
| Oct 14, 2011
| 8:34 AM
Retirement Planning Tips
Determine your desired retirement date and cost.
First, take a look at when you hope to retire and how long you anticipate to be retired. A safe estimate is between 30 - 40 years. People are living longer and their...
| Oct 27, 2011
| 3:30 PM
At a time when pension payments are straining government budgets nationwide, forcing layoffs of teachers, police and other municipal workers, investigators arrest nearly a dozen people in connection with what prosecutors call a pension scam that has...
| Jul 19, 2010
| 9:57 AM
Work in retirement? It might sound like a contradiction in terms, but we're looking for ways to achieve financial security over a retirement that could last 20 years or more.
One of the best ways to do that is to work just a little longer than you...
| Sep 7, 2010
| 10:48 AM
"Shoptimism: Why the American Consumer Will Keep on Buying No Matter What"
By Lee Eisenberg
Free Press, 334 pages, $26
It’s appropriate that Lee Eisenberg’s new book, “Shoptimism: Why the American Consumer Will Keep on Buying No...
| May 12, 2009
| 12:22 PM
The Bull Inside the Bear
To purchase a copy of the book:
The Bull Inside the Bear: Finding New Investment Opportunities in Todays Fast-Changing Financial Markets
The economy enters uncharted water
The meltdown in the credit markets, the decline in...
| Feb 18, 2009
| 11:52 AM
The financial planning profession is growing explosively as millions of aging baby boomers confront the challenges of planning for retirement security. Readers of this column have been writing to ask if they need a planner--and how to go about hiring one....
| Apr 20, 2008
Dear Liz: I'm self-employed and have a Simplified Employee Pension account. Every year I borrow from an equity line to contribute the maximum to this account. My wife questions whether we are ahead by doing this. I say yes because we obviously save on the...