Retirement Articles

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Is Investing Your Business?

January 18, 2017

Retirees often earn most of their income from their investments. Interest, dividends and capital gains pay the bulk of their expenses. Some retirees devote enough time and attention to their portfolios that they believe investing has become their job or business. They ask, for tax purposes, can a retiree be in the business of investing? […]

10 Key IRA Mistakes to Avoid in 2017

January 18, 2017

It doesn’t take much to squander a large piece of an IRA or 401(k) account. For many people, these are among their most valuable and important assets. Yet, the accounts often are taken for granted, and people don’t realize all the nuances of the rules and regulations. Every day both owners and beneficiaries who inherit […]

Preparing for the Likely Risks and Opportunities to Come

January 18, 2017

Investors were surprised in 2016, and they’re likely to be surprised again in 2017. There’s remarkable consensus among analysts about what 2017 will be like, and periods of high consensus tend to be followed by surprises and high market volatility. Several commentators recently reminded us of the quote from Bob Farrell, once a widely followed […]

Ensuring the Medical Care You Want and Need

January 18, 2017

Your estate plan should be about a lot more than finances. Now that the federal estate tax doesn’t affect many estates, more people shift their primary focus away from taxes and even away from finances in their planning. But most people still aren’t paying enough attention to the other issues. An estate plan isn’t complete […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

NORCs: A New Way to Age in Place

January 16, 2017

I mentioned these in the past in Retirement Watch, but it’s good to see take a detailed look at naturally occurring retirement communities (NORCs). These are neighborhoods in which a large number of people move when relatively young and never move. Because of the critical mass of older people, they are able to develop […]

A Look at Tomorrow’s Older America

January 13, 2017 has an interesting package of articles on the aging of America. Unlike other reports, it doesn’t spend a lot of time on the statistics showing the average age of the population is getting older and that is going to increase in coming decades. Instead, it has articles on several innovations for helping older people […]

Some Stock Market Valuation History

January 13, 2017

This post goes into some detail comparing current stock trends and valuations to those of the 2000 bubble era. Its bottom line is that the situation today isn’t anything like 2000. It doesn’t mean stocks have to rise from here, but the point is that despite today’s high valuations we don’t have a bubble situation. […]

The Post-Election Markets Change Course

January 12, 2017

The major market moves that occurred immediately after the election are either reversing or pausing. The moves right after the election looked a lot like panic buying and short-sale covering. Many investors were surprised by the election results, and unexpected news always accompanies these sharp changes in market trends. The moves also weren’t accompanied by […]

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