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Retirement Articles

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Secrets to Aging in Place

July 27, 2017

You need a plan if you want to stay in your home for as long as possible. Most older Americans say they want to stay in their homes, or age in place, for as long as possible. An AARP survey in 2015 said almost 90% of those age 65 or older want to stay in […]

Should You Opt for Social Security Lump Sum Benefits?

July 27, 2017

Do you know there’s an option to receive up to six months of benefits in a lump sum when initiating Social Security retirement benefits? Not many people do, until they apply for benefits. While a nice option, too many people are surprised by it and don’t receive the benefit package that’s best for them because […]

Ensuring Your IRA is Safe from Creditors

July 27, 2017

Is your IRA safe from creditors? Your assets are at risk from several directions. Of course, there always is the potential for a downturn that reduces cash flow from your job, business, or investments. Creditors could seek payment from your personal assets. Lawsuits are another risk. Some occupations, such as being a doctor, carry high […]

estate planning

Avoiding the Most Common Causes of Failed Estate Planning

July 27, 2017

Many estate plans end in failure, and most of those failures were preventable. Estate planners know that many plans don’t produce the results the owners intended. The failures usually don’t spring from the tax strategies or language in the will. The failures most often result from the human side, or soft side, of estate planning. […]

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Leveraging the Tax Code to Make Your Nest Egg Last Years Longer

July 27, 2017

Would you like to make your nest egg last years longer during retirement? Would you like to do that without worrying about the markets or searching for the hottest investments? You can. Over the years my research, confirmed by others, found a nest egg will last years longer if you pay attention to a few tax […]

The Fed’s Balancing Act, the Markets and Your Portfolio

July 27, 2017

Central bankers are dancing on a tightrope as they try to steer us toward higher interest rates and less monetary stimulus without triggering a downturn. Beginning in 2009, central banks made the markets safe for risk-takers by flooding the globe with money. The results were a very long period of modest economic growth and one of […]

Do Mutual Fund Manager Changes Matter?

July 26, 2017

Occasionally a change in the manager of a mutual fund makes financial headlines and influences the flow of investor dollars. A high-profile departure such as Bill Gross of PIMCO a few years ago can cause hundreds of millions of dollars, or more, to leave a fund. But there are many fund manager changes during the […]

The Importance of Investment Momentum as a Smart Beta Investing Strategy

July 25, 2017

“Factor investing” is a popular investment theme these days, though most people have taken to call it “smart beta” investing. This article discusses momentum as an investment factor and cites a number of studies that explored momentum. The conclusion is that momentum is more reliable than other investment factors and has delivered strong results in […]

April 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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