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Sep 29
3 min

Evolution of Investing Advice

I BEGAN MY CAREER in investments as a junior analyst at a public endowment fund. It was 1980 and I’d just finished my last investment cla...

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Blended life insurance for lower commissions and more cash value

James McGlynn CFA, RICP

Sep 15
3 min

Blended life insurance for lower commissions and more cash value

Fatten That Policy James McGlynn | September 15, 2020 I WORKED in the investment department of three different insurance companies. But...

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James McGlynn CFA, RICP

Aug 17
4 min

My Retirement Plan

Like my LTC insurance, I find I’ve become something of a hybrid myself.

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James McGlynn CFA, RICP

Jun 6
3 min

Roth Accounts

FUNDING A ROTH—and enjoying tax-free growth—may not have been an option for many high-income baby boomers when they were working. But the...

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As the Years Go By - Retirement planning from age 55-75

James McGlynn CFA, RICP

Jun 6
4 min

As the Years Go By - Retirement planning from age 55-75

YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can h...

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