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

Guaranteed Retirement Income -- Can Your 401(k) Do This?

Guaranteed Retirement Income -- Can Your 401(k) Do This?

Annuities took a hit in recent years as insurance companies retreated from 'guaranteed income for life' offerings. Now they're making a comeback.

Retiring Before 40: How It’s Really Done -- With Less Money than You Might Imagine

Retiring Before 40: How It’s Really Done -- With Less Money than You Might Imagine

Lots of people aim to retire while they're young enough to enjoy it, but is that realistic, long term? Ask the Kaderlis. They retired at 38 -- 24 years ago.

Millionaire Millennials: Living on the Brink of Financial Disaster

Millionaire Millennials: Living on the Brink of Financial Disaster

How rich is rich enough? Many Gen Y millionaires believe just one financial setback could sink them.

Retiring on Real Estate -- Perfect Passive Income or Pipe Dream?

Retiring on Real Estate -- Perfect Passive Income or Pipe Dream?

Buy some property and wait for the checks to start rolling in. Can it still be done, or is that a pipe dream from a pre-recession world?

The Retirement Tax Cliff -- Time to Rethink How You Tap Tax-Deferred Assets

The Retirement Tax Cliff -- Time to Rethink How You Tap Tax-Deferred Assets

Consider this tax-efficient alternative to a long-recommended retirement withdrawal strategy.

In Retirement Race, Who Should Quit First -- You or Your Spouse?

In Retirement Race, Who Should Quit First -- You or Your Spouse?

It’s more than a financial decision, it’s an emotional one. Couples need to pick who retires first, when they'll do it and how much they'll need in savings.

Boomers' Biggest Retirement Regret? They Didn't Work Longer

Boomers' Biggest Retirement Regret? They Didn't Work Longer

More than two-thirds of retired middle-income baby boomers wish they'd worked longer, and some boomers have jobs in retirement -- but maybe not for the reason you think.

How Your Retirement Plan Is Changing Because of Enron, Supreme Court

How Your Retirement Plan Is Changing Because of Enron, Supreme Court

According to a recent Supreme Court ruling, employers are taking on additional risk by offering company stock as an investment option. Here's what's changing.

Retirement Savers Miss Out on Thousands of Dollars in Easy Money

Retirement Savers Miss Out on Thousands of Dollars in Easy Money

A small improvement now can lead to much bigger retirement savings later.

'Robo Advisor' Investing Apps Have Risks Too, Regulators Warn

'Robo Advisor' Investing Apps Have Risks Too, Regulators Warn

Automated investment tools offer convenience and low cost, but may have a hidden agenda. Here's what the SEC has to say.