Robert Paulsen



Robert really stands out in the way that he is able to clarify things through the application of simple economic principles which he also makes easy to understand.

Concerns about New IRA Changes Are Out of Touch


New changes that will limit how far certain beneficiaries can stretch an inherited IRA have the retirement management community concerned. This is not a big change though. Retirement advisors are scrambling to find ways that their clients can work around the new rule changes that will be implemented in the upcoming Secure Act that restricts […]

How Much Stock Should You Hold in Retirement?


Income in retirement is far too important to be left to simple-minded calculations. We need to get off the path of simple-mindedness and actually look to figure this out right. People’s situations differ quite a bit in retirement, and the circumstances surrounding the desirability of certain investments certainly do. We can’t just throw out percentages […]