Starting in 2006 many employers are offering employees the choice of a new breed of 401(k) plan. In this article, Seattle CPA Greg Berkman discusses the pros and cons.

Most 401(k) plans are far from perfect, and chances are good (actually this is bad) that yours falls far short of what it could be. In this article Paul Merriman describes the ideal 401(k) plan, discusses real-life plans we have studied and tells how you may be able to improve your own plan.

Laziness seems to have a lot of fans in these times. But is there a smart way to be lazy and still get what you want as an investor? In the following article, Paul Merriman and Richard Buck examine this question -- in a relaxed manner.

For many years Paul Merriman has been telling investors to “just say no” to buying load funds. Predictably, this message is quite unpopular among people who earn commissions selling such funds. In this article, Paul responds to an unhappy financial planner.

Many do-it-yourself investors want solutions they can implement once, then leave alone. Can individual investors adopt a strategy that's so good it will meet their needs from age 21 to 91? In this article, FundAdvice.com Publisher Paul Merriman and Managing Editor Richard Buck tell why they think the answer is yes.

In an article that first appeared in Southern California Senior Life, Paul Merriman shares what he's learned from smart people who have retired successfully.

Paul Merriman's estate plan is the topic of a chapter in his book,  “Live It Up Without Outliving Your Money,” published in 2008 by John Wiley & Sons. In this article, Paul summarizes that discussion and adds some new material.