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

Bob's Blog on Retirement & Beyond

An Alternative to Assisted Living

April 11, 2017

This article argues that the zoning patterns after World War II should be reformed. In particular, families should be encouraged to have multiple generations in the same house or on the same property. It compares today’s animosity toward multiple generations in the same house to the practice not long ago for grandparents to live with […]

The Art Portfolio

April 11, 2017

Some economists decided to measures the returns on art and compare them to other investments. One way they did that was to take the collection of John Maynard Keynes that he bequeathed to a college and follow it over the years. The results of the study aren’t favorable for those who view art as a […]

Reverse Mortgage Strategies to Avoid

April 11, 2017

I’ve discussed in Retirement Watch some situations in which a reverse mortgage can be a good financial tool. But there are other situations in which reverse mortgages aren’t appropriate. A recent settlement reported in the Boston Globe describes one of those cases. A couple was urged to take out a reverse mortgage and use the […]

Home Sellers’ Market

April 10, 2017

The housing market has had steady growth the last few years, but several factors have held it back from strong growth. One factor is the relatively small amount of homes for sale. The latest projections are that this spring’s home buying season will feature the lowest inventory of homes for sale in some time. Buyers, […]

How Counterbalancing Improves Results

April 10, 2017

Investors can learn a lot from the 2017 Masters Golf Tournament. Sergio Garcia won in a playoff against Justin Rose. Dustin Johnson was the favorite heading into the tournament but withdrew because of an unfortunate back injury. What they all have in common is this year they are using a new five-layer golf ball from […]

Who Said That?

April 10, 2017

Many quotations from famous people made their way into everyday conversations and much writing. Unfortunately, many of those quotes aren’t attributed properly. Often, the person quoted never said the words, or the phrasing’s changed over the years. A new book seeks to clear up much of the misinformation. (Subscription might be required.) Hemingway Didn’t Say […]

Insights on Thefts from Seniors

April 7, 2017

Financial advisors are becoming more aggressive about protecting senior citizens from financial fraud and abuse. They’re being trained to recognize the warning signs and are urged to be proactive when they see something wrong. The larger financial firms train their financial advisors on the issue and have some staff members dedicated to following up and […]

The Fed’s Next Move

April 7, 2017

Neel Kashkari was the only voting member of the Fed to vote against the recent interest rate increase. He subsequently published an article explaining his reasoning. It’s an important read for two reasons. One reason is that it lays out all the factors that at least one Fed governor examines when considering a policy change. […]

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