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Retirement Articles

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Stock Market Valuations at 1997 Levels?

April 27, 2017

You’ve probably seen a number of reports indicating that U.S. stock indexes have valuations above or near historic highs. Here’s an alternate view. The Leuthold Group uses six measures to value U.S. stocks. In aggregate these measures show that stock valuations are around the levels of 1997. That could mean the current rally has about […]

Long-Term Care Insurance Premiums Rise Again

April 27, 2017

This article reviews the latest survey of the market. It finds that premiums are rising (no surprise) and that more and more of those over age 50 aren’t purchasing because they believe the premiums are too high. But this tells only part of the picture. Many people are buying the hybrid annuities or life insurance […]

Staying Alert in This Transition Period

April 26, 2017

This is not the time to be complacent about the markets or our portfolios. There still are opportunities for safe, solid profits, but there also are potential problems ahead we need to keep on our radar screens. The economy is humming along. It is growing a little above capacity and at a faster rate than […]

Profiling Scam Victims: Who’s in Jeopardy?

April 26, 2017

Anyone can be caught in a financial scam, but some people are in greater peril than others. Importantly, the most vulnerable are not who most people would expect, especially the potential targets. A clear profile of the most likely financial fraud victims emerges from research over the last few years, including two recent projects conducted […]

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Deducting Medical Expenses and Claiming Tax Benefits for Supporting Others

April 26, 2017

Households are a lot different than they used to be. You might be supporting adult children and your parents (or in-laws) or both. There also might be people who aren’t related to you by blood or marriage living in your home. You could be supporting or helping to support someone who doesn’t live with you, […]

Best and Worst Cities for Successful Aging

April 26, 2017

The Milken Institute’s rankings of localities is different from others directed at retirees. MI ranks areas based on successful aging. Unlike the others, it looks at a wide range of data that costs a lot to gather and process. It doesn’t focus on weather and activities, though those can be factors. A key distinction of […]

Leveraging Cash to Pay for Long-Term Care

April 26, 2017

New ways to plan for potential long-term care expenses continue to be developed. There are many more ways available to secure their own and their families’ financial independence than most people realize. We discussed in previous issues the problems traditional long-term care policies have had in the past. See our November 2012 issue, for example. […]

Trusts as IRA Beneficiaries: Reaping the Benefits, Avoiding the Pitfalls

April 26, 2017

There are many good reasons to name a trust as an IRA beneficiary. But there also are some hazards to avoid. Trusts can make an Inherited IRA last longer. Through the trust terms and appointment of the trustee, you control how much money is distributed to the trust beneficiaries. For example, the trust can retain […]

January 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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