Retirement Articles

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How to Assess Trump’s Economic Progress

December 13, 2016

The markets have moved a lot in anticipation of a large fiscal stimulus from the incoming Trump administration. In this article, an economist from the Bank of America says the markets at this point still aren’t pricing in everything he expects from the new administration. He gives two data points he’s going to watch to […]

Key Trends and Factors Entering 2017

December 8, 2016

As we head into the last few weeks of the year, here a few points to keep in mind about the economy and markets. ŸForecasts and predictions aren’t worth much. The Brexit vote, U.S. election, and Italian referendum were forecast to be major market-changers. The changes didn’t really happen, except in the U.S. the markets […]

Why the CAPE Ratio Works

December 5, 2016

The cyclically-adjusted price-earnings ratio (CAPE), also known as the Shiller P-E ratio, attempts to smooth market valuations by using the 10-year P-E ratio instead of only current earnings. The problem for many investors is that the CAPE ratio has said U.S. stocks are highly overvalued for some time. Investors following CAPE missed a lot of […]

What Will Italy’s Referendum on Sunday Bring?

December 1, 2016

The attention of many investors and economists is shifting from the change of administrations in the United States to Sunday’s referendum in Italy. The result could have repercussions for the European Union exceeding those from last June’s Brexit vote, according to much of the pre-referendum hype. On Sunday, Italians will vote whether or not to […]


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.

Jerry Seinfeld’s Top 10 Rules for Success

December 1, 2016

Evan Carmichael put together this video on YouTube that pieced together clips of Jerry Seinfeld to develop Seinfeld’s rules for success. 1.Chase physical and mental energy He graduated from Queens College, with a degree in communications and theater. 2.Find the torture you’re comfortable with He developed an interest in standup comedy after brief stints in […]

Variations in Medicare Spending

November 29, 2016

A few years ago the federal government started releasing detailed data about Medicare spending. Analysts quickly determined that Medicare spending averaged quite a bit around the country. Some areas have much higher average spending per Medicare beneficiary than others, and some providers bill Medicare much higher amounts. This blog post discusses a new study that […]

The Limits of Medicare Coverage

November 28, 2016

One of the biggest mistakes people make in retirement is not knowing the limits of Medicare coverage. Many people enter retirement believing that Medicare covers all or most of your medical expenses. This article goes into some detail about the out-of-pocket costs typical Medicare beneficiaries pay for cancer treatments. It’s based on a study by […]

The New Rules of Retirement

November 23, 2016

You might like my book, The New Rules of Retirement, revised edition. I can help you plan for later years, regardless of your age. It also makes a great gift for friends and loved ones. It covers all the financial issues of retirement and retirement planning. You can think of it as “The Best of […]

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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