Retirement Articles

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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 […]

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 […]


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.

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 […]

How You Die Depends On Where You Live

December 16, 2016

A study published in the Journal of the American Medical Association analyzed cause of death data in the U.S. and tabulated how the causes vary around the country. It turns out that some causes of death are disappearing in some areas or rising rapidly in other areas. The study doesn’t try to explain the trends. […]

The Fed Finally Moves

December 15, 2016

The Fed finally pulled the trigger on another interest rate hike after a year of hand-wringing, fretting and promises. The Fed also promised three increases in 2017. Of course, a year ago, the Fed announced it expected to increase the interest rate another four times in 2016. The new policy and pronouncements are the result […]

October 2020:

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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