Hal M. Bundrick, CFP

Hal M. Bundrick is a Certified Financial Planner and former financial advisor and senior investment specialist for Wall Street firms. Follow him on Twitter: @HalMBundrick

Recent Articles By The Author

MTV Generation Faces Retirement Wake-up Call

MTV Generation Faces Retirement Wake-up Call

Of all generations, GenXers feel the least-prepared for retirement -- and the most financially at-risk. Beating out even Boomers and Millennials.

40 Years Old and Screwed for Retirement: MTV Generation Faces Wake-Up Call

40 Years Old and Screwed for Retirement: MTV Generation Faces Wake-Up Call

Of all generations, Gen X-ers feel the least-prepared for retirement -- and the most financially at risk -- beating out even Boomers and Millennials. Here's what they can do.

Increasing Your Retirement Portfolio Performance By Closing the Overlap Gap

Increasing Your Retirement Portfolio Performance By Closing the Overlap Gap

Overlap in mutual fund and ETF holdings and strategies can create a gap in your portfolio.

Your Choice of Mutual Funds and ETFs May Be Dragging Down the Performance of Your Retirement Savings

Your Choice of Mutual Funds and ETFs May Be Dragging Down the Performance of Your Retirement Savings

Overlap in mutual fund and ETF holdings and strategies can create a gap in your portfolio.

Rich People Don't Value Money Above Everything

Rich People Don't Value Money Above Everything

For wealthy Millennials, their riches have come at a very high price.

What Rich People Value Most (Surprise: Money Comes Third)

What Rich People Value Most (Surprise: Money Comes Third)

For wealthy Millennials, their riches have come at a very high price.

Can You Set a Floor on Your Retirement Portfolio While Boosting Your Withdrawals?

Can You Set a Floor on Your Retirement Portfolio While Boosting Your Withdrawals?

The “safe” and “surplus” portfolio attempts to provide higher income withdrawals – but you’ve got to have the right timing.

Revolutionizing the 4% Rule: Can You Set a Floor on Your Retirement Portfolio While Boosting Your Withdrawals?

Revolutionizing the 4% Rule: Can You Set a Floor on Your Retirement Portfolio While Boosting Your Withdrawals?

The “safe” and “surplus” portfolio attempts to provide higher income withdrawals – but you’ve got to have the right timing.

Reverse Rollovers: Investors May Have Been Doing IRA Rollovers Wrong All Along

Reverse Rollovers: Investors May Have Been Doing IRA Rollovers Wrong All Along

Maybe your retirement investing strategy could benefit from a little reverse engineering.

Retirement Investors May Have Been Doing Rollovers Wrong All Along

Retirement Investors May Have Been Doing Rollovers Wrong All Along

Maybe your retirement investing strategy could benefit from a little reverse engineering.