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

Bob's Blog on Retirement & Beyond

No Rush to File Your Tax Return

January 3, 2011

Congress passed changes to the tax law very late in the year, and that means the IRS won’t have its forms and systems updated in time for the beginning of the tax return filing system. Most taxpayers will be able to file whenever they are ready to. But taxpayers with itemized deductions such as home […]

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 […]

The End of Social Security Checks

December 30, 2010

No, the system hasn’t run out of money yet. In an effort to modernize and save money, the government soon will pay Social Security and other benefits to new recipients electronically only.According to The Washington Post: New recipients of Social Security and other federal benefits will receive their payments electronically, without exception, starting in May, […]

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 […]

Best of the Financial Crisis Books and Others

December 30, 2010

Quite a few books were published about the financial crisis. It’s tough to read them all, but you can get a sample of them at Fortune’s web site. The magazine published excerpts from what it believes are the best five business books of 2010. Two of the five books were about the financial crisis: All […]

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 […]

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