Retirement Articles

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Finding States That Are Retiree Tax Havens

December 27, 2016

Taxes, especially when all types of taxes are added together, are one of the largest expenses of most retirees. State and local taxes are a big portion of the taxes paid, and many people don’t realize the total they’re paying in all those taxes. Of course, some states are considered high-tax states and others are […]

Arranging Your Finances to Make an IRA Conversion Less Costly

December 27, 2016

Last month, we addressed the different factors to consider when evaluating whether it makes sense to convert a traditional IRA to a Roth IRA. While a Roth IRA has many benefits, there is a cost to the conversion. You have to include the converted amount in gross income as though it were distributed to you […]

Estate Planning

Time to Update Your Digital Assets Estate Planning Strategy

December 27, 2016

Estate planning laws and practices are catching up with the reality of today’s digital world. It is a slow process and still has a way to go, but big strides recently were made. You need to review how your estate plan handles digital assets and decide if an update is in order. There are several […]

The Year So Far

December 22, 2016

There are only a few trading days left in 2016, so it’s a good time to step back and look at the trends and returns for the year. Before we look at the numbers, consider the changes in fortune during the year. It started with a stock bear market and other problems in China. These […]


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Those Year-End Stock Market Forecasts

December 22, 2016

The big investment firms almost always have their economists or strategists issue forecasts of how much the market indexes will rise or fall the following year. In the past, I’ve urged readers to view these forecasts as entertainment. Don’t use them to manage portfolios. Here’s a good post from a statistician who took forecasts from […]

More Reasons to Avoid Supplements and Vitamins

December 21, 2016

This article dives deep into how nutritional supplements became popular and why that’s a bad things. It focuses on the research about free radicals, antioxidants, and the movement to increase consumption of antioxidants. The article says the latest research indicates that taking artificial antioxidants doesn’t improve health or postpone aging. Some studies show that taking […]

Improving Your Financial Power of Attorney

December 21, 2016

The financial Power of Attorney (POA) could be the most important document in your estate plan. Yet, many people don’t have one. Many people who do have a POA didn’t give it much thought and have inadequate documents. Adverse results can range from bills not being paid on time to trusted people committing financial abuse […]

A Case for Investing in Emerging Markets

December 20, 2016

Rob Arnott of Research Affiliates (and PIMCO All Asset All Authority) overweighted portfolios to emerging markets a couple of years early. But he rose their rebound through 2016. Now, he makes the case that the emerging markets recovery still is in its early days. He says low equity valuations, depressed currencies, and positive momentum all […]

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