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

Bob's Blog on Retirement & Beyond

Learning from Retirees

January 3, 2011

One of the best sources of retirement planning information is the wide number of surveys of current retirees. There have been many such surveys over the years, 2011 saw a flood of such surveys, probably because it was the year the first Baby Boomers turned 65. The last survey of the year, by The Hartford […]

Women and Retirement: Important Differences

December 30, 2010

For years research showed that men and women are different when finances are concerned. For examples, women are more risk averse, ask more questions before making a decision, and prefer working with a professional. The latest research is specific to retirement finances and is not encouraging for most women. Three important findings about women and […]

Why Not to Invest in Russia

December 30, 2010

Russia is rich in commodities and natural resources. In a world where growth in the emerging markets is pushing the prices of commodities higher, it may seem to make sense to invest in Russian stocks. Periodically the case for investing in Russia has been made since the fall of communism. As strong as that argument […]

The New Retirement 5.0?

December 29, 2010

We’ve maintained for some time that retirement has changed and will change again. One consultant reviewed how retirement in America has changed over the decades and concluded we are entering Retirement 5.0. Keith Weber of Weber Consulting says two themes will dominate retirement planning in coming years. One is that, in the wake of the […]

The End of the Asian Bull Market?

December 29, 2010

The Chinese stock market indexes have been sliding. Chinese authorities are taking steps to slow the economy and keep inflation in check, such as raising interest rates and increasing the capital requirements of banks. Asian stock markets, especially China’s, rewarded investors who were brave enough to keep capital in them the last five and 10 […]

Medicare to pay for Advance Medical Planning

December 28, 2010

The government quietly issued regulations just before Christmas providing that Medicare starting Jan. 1, 2011 will pay doctors for time spent advising patients in developing Advance Medical Directives and in end-of-life medical care issues. The 2010 health care reform law provided that Medicare beneficiaries will be covered for an annual physical. Previously only one welcome-to-Medicare […]

The Financial Crisis and Retirement

December 27, 2010

I’m partial, but I think those hurt most by the financial crisis are those in or near retirement. Many lost a lot of capital just as they were trying to decide when to retire or how much they could spend in retirement. Those who weren’t invested in risky assets are earning miniscule yields on their […]

A View of Ken Fisher’s New Book

December 27, 2010

Investment manager and best-selling author Ken Fisher has a new book, Debunkery. His goal in the book is to refute common investment beliefs that he believes are wrong. His approach seems to be similar to ours in Retirement Watch. Fisher tries to look behind the beliefs and rules-of-thumb to the underlying data. Often, as we’ve […]

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