In the News

 2013

April 24, 2013 – Forbes

Socially Responsible Investing: What You Need To Know

April 24, 2013 – Forbes

5 Ways To Invest Your Money

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Dead Man’s Outdated Beneficiary Documents Give $1 Million To Ex-Wife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

Refinance Your Home Loan Now

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

Busting 5 Financial Myths

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

Minding the 401(k) Gaps

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

Busting Financial Myths

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

Words of Wisdom Still Apply

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

Financial Planning at My Age?

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

Seeking Shelter, Literally

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

Healthcare without Medicare

By Donald Jay Korn