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

Retirement Articles

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The Retirement Crisis and Course Corrections

February 17, 2017

Many surveys and reports indicate that a high percentage of Baby Boomers aren’t financially prepared for retirement. This leads to discussions of how bad things will be for these future retirees. This survey has a different result. It found, as the others have, that a low percentage of Baby Boomers have their retirement finances in […]

The Cut in Social Security Benefits

February 16, 2017

The full retirement age for Social Security rose to 66 a few years ago. Going forward, it is going to increase steadily for new retirees. This article explains how an increase in the full retirement age is a benefit reduction for most retirees. It also provides some basic background on Social Security, such as how […]

The Rise in Investor Confidence

February 16, 2017

Since the Nov. 8 election, a surge of optimism has been reported in many surveys. We’ve seen it in the household surveys as well as the small business and manufacturing business surveys. I experienced that surge of optimism firsthand at the MoneyShow Orlando last week. The crowd seemed larger than last year. (Show sponsors reported […]

Buffett vs. Lynch

February 15, 2017

This article dives into detail to answer the question whether Peter Lynch or Warren Buffett is the better stock picker. It argues that Buffett isn’t really a stock picker. He profited from different factors, such as value and quality. Buffett benefited from leverage. He also didn’t have to deal with investor outflows the way a […]


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Biggest Retirement Surprises

February 15, 2017

This is an unscientific survey from The Wall Street Journal. One of its columnists, Glenn Ruffenach, recently answered a reader’s question about the biggest surprises he found in retirement. He then asked readers to submit their biggest retirement surprises and received a lot of responses. You might need a subscription to read the article. Some […]

Investing amid the Uncertainty in Washington

February 9, 2017

Perhaps the most asked question by investors these days is: How do I adjust my portfolio for the new administration in Washington? We’re in a period of what I think is unusual uncertainty in the markets. Before considering any potential change in policies, uncertainty already was very high. As you know, we’re still dealing with […]

Family Finances Miscommunication in Estate Planning

February 7, 2017

A new survey from Fidelity confirms what we already knew. Parents don’t tell adult children much about their finances or estate plans, but the parents think they’ve presented full details. Not having the discussions or delaying them leads to confusion, hampers planning, and eventually costs the family a lot of money and missed opportunities. The […]

Mutual Fund Managers of the Year

February 3, 2017

Morningstar has issued its list of fund managers of the year for 2016. There aren’t any surprises on the list. Dodge & Cox Balanced, a long time recommendation in Retirement Watch, is the asset allocation fund of the year. Oakmark International and a T. Rowe Price stock fund also are perennial stars. Don’t use this […]

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