Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Bob's Blog on Retirement & Beyond

The Inside Story of an FBI Informant

March 24, 2017

Here’s a long but interesting article about a guy who probably was engaged in financial fraud and cut a deal with the FBI to avoid jail. He helped nab some bad guys, but he also went rogue and turned on his FBI handlers. It’s a good introduction to how some scams, such as pump and […]

Medication-Reminder Apps

March 24, 2017

Most older Americans have one or more prescription medications they take on a regular basis. Many of those people have problem taken their medications as directed, especially when they’re taking multiple medications. For those who have smart phones or tablet computers, a source of help is an app that keeps them on schedule for their […]

A Shift in Stocks

March 24, 2017

Since the end of the financial crisis, as this blog post points out, U.S. stocks have returned far more than non-U.S. stocks. There’s a huge gap in the returns. But that’s changed dramatically in 2017, with U.S. stocks now lagging the competition. While that continue, or is it a blip in the long-term trend? Rather […]

Peak U.S. Stocks?

March 23, 2017

A number of analysts have been saying that returns on investments, especially U.S. stocks are likely to be lower than average over the next five to 10 years. This article goes a step further. It says that the high returns from U.S. stocks over the last 100 years or so are an anomaly and not […]

More Happiness Research

March 23, 2017

Many people continue to believe that money and wealth will increase happiness, despite the research and experience to the contrary. Here’s the latest article on how to achieve happiness. It’s advice is you’ll be happier if you don’t try to be happy and spend less time thinking about whether or not you’re happy. More than […]

Persistence of the Pessimists

March 23, 2017

There always have been fear mongers regarding the economy. This article rails against the fear mongers and points out that there always have been prominent pessimists regarding the economy and the markets, but they rarely are right. The problem, as I’ve said before, is that it is easy to put together a negative case by […]

Are Art Sales a Warning?

March 22, 2017

Prices and sales of art increase during boom times and often decline or collapse during recessions. After a nice recovery following the financial crisis, sales of art and antiques have declined for two consecutive years. But the story might not be what the headlines indicate. At least one analyst says sales are down because they […]

Americans Dying in Debt

March 22, 2017

It used to be that Americans tried to be debt free in retirement and not leave their estate or heirs with the need to pay off debt. That apparently is less the case now. A new study concluded that on average Americans die with $62,000 of debts. Since that’s an average, many people die with […]

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