Archive for the ‘Retirement Guys’ Category

A will? Or a trust?

By Nolan Baker Mark Clair on Friday, March 5th, 2010

If you are like most that are long overdue to get your estate plan done,…

Titling accounts incorrectly could be a disaster (Part 2)

By Nolan Baker Mark Clair on Friday, February 26th, 2010

Last week, we wrote an article on how incorrectly titling accounts such as 401(k)s, IRAs,…

Titling accounts incorrectly could be a financial disaster

By Nolan Baker Mark Clair on Friday, February 19th, 2010

A couple of years ago, an elderly lady came in to talk about her estate…

Make a decision and change the world

By Nolan Baker Mark Clair on Friday, February 12th, 2010

We recently wrote about a great trip The Retirement Guys took to San Diego to…

Get financially fit in a hurry

By Nolan Baker Mark Clair on Thursday, February 4th, 2010

The start of the new year is gone and many are back focused on daily…

Toledoan reinforces ‘warrior’ creed: The buck stops here

By Nolan Baker Mark Clair on Friday, January 29th, 2010

Recently, the Retirement Guys had an opportunity to attend a business conference in the city…

Let’s make a deal, but don’t play games

By Nolan Baker Mark Clair on Friday, January 22nd, 2010

’m sure you have seen the show.  People dressed in all sorts of wild outfits…

To Roth or not to Roth — that is the question

By Nolan Baker Mark Clair on Friday, January 15th, 2010

One very important tax law change to pay attention to this year is the rule…

How to pick stocks in four simple steps

By Nolan Baker Mark Clair on Friday, January 8th, 2010

In the last ten years, the stock market proved to be a very difficult place…

Retirement Guys: A decade of financial change

By Nolan Baker Mark Clair on Wednesday, December 23rd, 2009

There are only a few days left to go until it’s a new decade and…