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In the News
2013
April 24, 2013 – Forbes
Socially Responsible Investing: What You Need To Know
April 24, 2013 – Forbes
February 26, 2013 – Forbes
Long-Term Care Insurance Becoming Tougher For Women To Purchase
February 11, 2013 – Forbes
Have What It Takes To Invest On Your Own? Part 2
February 6, 2013 – Forbes
Claiming A Home Office Deduction? It’s Much Easier This Year, Here’s How
February 6, 2013 – Forbes
Have What It Takes To Invest On Your Own? Here’s A Checklist To Help You Decide
2012
November 26, 2012 – Forbes
Investing: Gender-Based Differences
November 8, 2012 – Forbes
Avoid A Costly Medicare Part D Mistake Right Now
September 26, 2012 – Forbes
The Biggest Obstacle To Investing Success? It Could Be You
September 17, 2012 – Forbes
Will You Pay The New ObamaCare Tax?
June 13, 2012 – Forbes
Wall Street’s Self-Regulator Wants More Power And That’s Bad News For The Public
June 07, 2012- Forbes
Morgan Stanley Facebook IPO: Small Investors Screwed Again?
May 29, 2012- Forbes
Closed End Funds: The Too-Well-Kept Secret
May 21, 2012- Forbes
Will You Have Enough to Retire?
May 14, 2012- Forbes
Time For High Dividend Paying Stocks? Not So Fast
March 19, 2012- Forbes
How Investors Can Avoid Wall Street Toxicity
March 15, 2012- Forbes
401(k) Outsourcing: The Next Big Thing
February 21, 2012 – Forbes
Dead Man’s Outdated Beneficiary Documents Give $1 Million To Ex-Wife
February 02, 2012- Forbes
Who’s On The Hook For Decisions Made In Your 401(k)?
January 25, 2012 – Forbes
What’s In Your 401(k) Fund Line-Up?
2011
November 28, 2011 – Forbes
How Does Your Target Date Fund Stack Up?
October 27, 2011 – Forbes
Are You Contributing Enough To Your Retirement Plan?
October 21, 2011 – Forbes
5 Key Estate Planning Documents To Help Avoid Family Conflicts
October 11, 2011 – Forbes
What’s In Your 401(k)?
October 04, 2011 – Forbes
Why You Shouldn’t Rely On Target Date Funds
October 03, 2011 – Forbes
The Nitty Gritty Of Immediate Annuities
September 26, 2011 – Forbes
How Would John Wooden Manage His 401(k)?
September 20, 2011 – Forbes
September 9, 2011 – Forbes
Why You Need A Second Opinion On Your Portfolio
August 16, 2011 – Forbes
Why 401(k) Plans Are Doomed From The Start
August 11, 2011 – Forbes
What To Ask Your Potential Financial Advisor
August 11, 2011 – Forbes
7 Tips For A Better Retirement
August 04, 2011 – Forbes
A Basic Guide To America’s Most Common Income Taxes
June 14, 2011 – Forbes
Successful Investing: Five Pearls of Wisdom
June 08, 2011 – Forbes
The Good, the Bad, But the Never Ugly: Suze Orman
May 31, 2011 – Forbes
5 Characteristics of a Great 401K Plan
by Michael Chamberlain
May 27, 2011 – Forbes
A Hot Investment Recommendation
by Michael Chamberlain
May 19, 2011 – Forbes
Are You a Victim of Illegal Investment Advice
by Michael Chamberlain
May 9, 2011 – Forbes
Do Not Trip Over Basic 401(k) Hurdles
by Michael Chamberlain
May 5, 2011 – Forbes
by Michael Chamberlain
April 20, 2011 – Forbes
Fee-Only Financial Planners Help You in Three Ways
by Michael Chamberlain
2010
May 7, 2010 – FiGuide
Will Your 401K Retirement Income by Adequate?
by Michael Chamberlain
February 5, 2010 – FiGuide
What to do if your long-term care premium hikes up
by Michael Chamberlain
January 30, 2010 – FiGuide
Dollar Cost Averaging: Facts and Myths
by Michael Chamberlain
January 20, 2010 – FiGuide
“Must Read” Publication from California Dept. of Corporations
by Michael Chamberlain
May-June 2010 – NAPFA Planning Prespectives
Exploring Facts & Myths About Dollar-Cost Averaging
(scroll down to page 3 after clicking the link)
by Michael Chamberlain
April 26, 2010 – 401k Help Center
by Michael Chamberlain
April 6, 2010 – Senior Spectrum
You Should Carry a Medical Emergency Card
by Michael Chamberlain
April 5, 2010 – Wall Street Journal
VOICES: Michael Chamberlain, On Letting Brokers Be Brokers
by Harper Willis
March 23, 2010 – Senior Spectrum
Think You Might Be an Over Spender?
by Michael Chamberlain
March 16, 2010 – Senior Spectrum
Five Different Flavors of Income Tax
by Michael Chamberlain
March 9, 2010 – Senior Spectrum
by Michael Chamberlain
February 23, 2010 – Senior Spectrum
Fundamentals of Financial Planning for the Over-50 Crowd
by Michael Chamberlain
February 17, 2010 – The New York Times
Less Risk, but Staying in Stocks
by John F. Wasik
February 2, 2010 – Senior Spectrum
Long-Term Care Premium Hikes on the Way
by Michael Chamberlain
January 26, 2010 – Senior Spectrum
Dollar Cost Averaging: Facts and Myths
by Michael Chamberlain
January 19, 2010 – Senior Spectrum
California Dept. of Corporations has “Must Read” Publication
by Michael Chamberlain
January 12, 2010 – Senior Spectrum
The Difference Between “Saving” and “Investing”
by Michael Chamberlain
January 5, 2010 – Senior Spectrum
Tech Stock, Housing Boom and Bust – Is Gold Next?
by Michael Chamberlain
2009
December 29, 2009 – Senior Spectrum
Legislature Does Not Protect Investors
by Michael Chamberlain
December 15, 2009 – Senior Spectrum
The “Best” On Line Broker Dealer
by Michael Chamberlain
December 4, 2009 – MoneyWatch.com
How to Navigate the Medicare Maze
by Mark Miller
November 24, 2009 – Senior Spectrum
NAPFA Presentations are Free and Worthwhile
by Michael Chamberlain
November 17, 2009 – Senior Spectrum
10 Tips About Buying Annuities
by Michael Chamberlain
November 10, 2009 – Senior Spectrum
Tis the Season to Shop Medicare Drug Plans
by Michael Chamberlain
November 3, 2010 – Senior Spectrum
by Michael Chamberlain
October 27, 2009 – Senior Spectrum
Beware of Bogus E-mail to Obtain Personal Data
by Michael Chamberlain
October 20, 2009 – Senior Spectrum
Social Security Beneficiaries May Get Double Whammy
by Michael Chamberlain
October 18, 2009 – Investment News
Penn Treaty LTC policyholder in limbo amid liquidation
by Darla Mercado
October 13, 2009 – Senior Spectrum
Final Arrangements – Make Your Wishes Known
by Michael Chamberlain
October 11, 2009 – Santa Cruz Sentinel
Legislature exhibits lack of insurance knowledge — again
by Michael Chamberlain
October 7, 2009 – Investment News
Lets Call a Spade a Spade and a Salesperson a Salesperson
by Michael Chamberlain
October 6, 2009 – Senior Spectrum
Debt Collection – Know Your Rights
by Michael Chamberlain
September 29, 2009 – Senior Spectrum
Issues to Consider Before You Get Married
by Michael Chamberlain
September 15, 2009 – Senior Spectrum
by Michael Chamberlain
September 15, 2009
Michael Chamberlain spoke to the Sacramento City Retirees on the topic
“Where to get advise in these troubling times”
September 8, 2009 – Senior Spectrum
Avoid Problems When Lending Money to Family
by Michael Chamberlain
August 24, 2009 – Senior Spectrum
Should I Rollover my 401(k) to and IRA?
by Michael Chamberlain
August 18, 2009 – Senior Spectrum
Getting Objective Financial Advice in These Trying Times
by Michael Chamberlain
August 11, 2009 – Senior Spectrum
Understanding Your Investment Costs
by Michael Chamberlain
July 28, 2009 – Senior Spectrum
Protect Yourself From Investment Fraud
by Michael Chamberlain
July 6, 2009 – The Wall Street Journal
by Jane Hodges
July 7, 2009 – Senior Spectrum
Tips for a More Successful Retirement
by Michael Chamberlain
June 30, 2009 – Senior Spectrum
Avoiding Family Conflicts Surrounding Your Illness or Death
by Michael Chamberlain
June 23, 2009 – Senior Spectrum
Ten Tips for These Difficult Economic Times
by Michael Chamberlain
June 10, 2009 – Investor Watchdog
Ameriprise Regulatory Violations Are Numerous
by Michael Chamberlain
June 1, 2009 – Investor Watchdog
Avoid Financial Advice From Your Bank
by Michael Chamberlain
May 18, 2009 – Investor Watchdog
State Farm Rejects CFP Higher Standards for Its CFP Agents
by Michael Chamberlain
May 1, 2009 – Investor Watchdog
The “Best-Investment” ever—well, maybe not!
By Michael Chamberlain
March 1, 2009 – Santa Cruz Sentinel
Medicare Advantage plans may not be the answer
by Mike Chamberlain
2008
October 10, 2008 – Santa Cruz Sentinel
Local investors queasy about Dow Jones’ wild ride
by Jondi Gumz
August 18, 2008 – Money Magazine
Millionaires in the making: The Rodrigueses
By Paul Keegan
April 16, 2008 – ABC News
Net Gains: Where to Put Your Savings
By DAVID McPHERSON
April 1, 2008 – Financial Planning
By Donald Jay Korn