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

Bob's Blog on Retirement & Beyond

Kenneth Arrow, R.I.P.

February 24, 2017

Arrow was a pathbreaking economist in a number of areas and the youngest winner of the Nobel Memorial Prize in Economic Science. This article explains many of his contributions. A downside to his work was that he was a mathematician first and helped make modern economics as dependent on math and equations as it is. […]

Peak Rent

February 23, 2017

This article briefly explains the surge in renting since the financial crisis and why the favorable factors for apartments are changing. There are too many apartments now, and the number of renters isn’t increasing. The drivers were 1) very low new supply, and 2) strong demand (favorable demographics, and people moving from owning to renting). […]

Millionaires are Moving

February 23, 2017

Global millionaires often move to other countries after becoming financially secure. The latest data indicate that Australia is the top destination, with the U.S. and Canada following. Andrew Amoils of New World Wealth, said that when it comes to deciding whether to move and where to live, millionaires are looking mainly for a good education […]

Is Early Retirement Over?

February 23, 2017

The choices of older workers will have a lot of influence on U.S. growth in coming years. The population is aging, and that usually reduces growth. But last year there was a break in a long trend. Older Americans didn’t retire at the same rate as in recent years. Maybe it’s a blip. But maybe […]

An Auto Loan Bubble?

February 22, 2017

Since the economic recovery began, auto loans increased steadily. While mortgages stagnated and still are well below both their peak and average levels, auto loans continued to dominate consumer spending. This article spells out the details and points out that auto loan defaults are increasing. Auto manufacturers used zero interest rates to maintain sales and […]

Investment Lessons from Television

February 22, 2017

This article is about the high number of scripted television shows in production. Some are calling this Peak TV and the Golden Age of Television. I reference the article not because I wanted you to be educated on the current state of television. You might recall a few years back reality television was the hot […]

My Quote in Forbes.com

February 22, 2017

My article in the January 2017 issue of Retirement Watch on retiree tax havens led to being quoted in an article on forbes.com on a similar topic. The whole article is good, and you might like this companion piece. The tax calculus is different for retirees, especially if a good part of your income is […]

How to Stay Rich

February 21, 2017

Getting rich is one thing, but staying rich is entirely different. Often, the traits that help a person become rich work against him or her staying rich. This article explains the difference and uses some prominent case studies to make some points. I’ve noticed a pattern: Getting rich can be the biggest impediment to staying […]

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