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

Retirement Articles

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Two Crucial Steps to Make Estate Planning Work

February 27, 2017

Some of the most important work on your estate plan doesn’t take place in the lawyer’s office. It doesn’t even involve the details of the will, trusts, Probate, powers of attorney, and the rest of the cornucopia of Estate Planning documents and strategies. Often the ultimate goal in estate planning is to ensure the wealth […]

Warren Buffett’s Latest Letter

February 27, 2017

The 2016 shareholder letter from the chairman of Berkshire Hathaway was posted on Saturday. In his review of the year’s business operations, Buffett also reviews how his investment strategy has changed over time. I’ve seen this discussed elsewhere, but it’s not something Buffett often draws attention to or gives his perspective on. He also gives […]

Underestimating Safe Spending in Retirement and the 4% Rule

February 24, 2017

Many people are familiar with the 4% rule, or the safe spending rate. Research indicates you can withdraw the same inflation-adjusted amount from your nest egg for at least 30 years if you withdraw about 4.2% the first year. But a lot of assumptions go into that number. This article points out that one assumption […]

Rising Investor Confidence

February 23, 2017

A little more than a year ago on February 9, 2016, the global economy and markets hit an important turning point. You might remember that in early 2016, global markets other than for government bonds were in steep decline. Investors were convinced that we were on the cusp of a deflationary decline. China had a […]


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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 […]

Harvard Endowment’s Investment Problems

February 21, 2017

The Harvard University Endowment recently overhauled its investment practices. It intends to reduce its staff and rely more on outside investment advisors. But a major problem that university has had apparently isn’t with its endowment investments but with the way its cash is invested. This article explains that over the objections of several of its […]

Estate Planning for Collections

February 20, 2017

Finding a home for a collection that’s been built over decades is one of the more difficult estate planning problems. This article explains the emotional and logistical hurdles one family faced when trying to place his treasured collection of books. As with many other issues, it is best resolved when the groundwork is done during […]

A Critic of Smart Beta Investing

February 17, 2017

Smart beta is a form of stock investing that is sort of passive investing or modified index investing. It first is based on academic research showing that investing based on certain factors increases long-term returns above capitalization-weighted indexes. The definition is fluid, but generally investing in low volatility stocks, undervalued stocks, and other strategies are […]

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