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Retirement Articles

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The First Quarter Wrap

April 6, 2017

The first quarter closed last Friday but the markets were very different in March than earlier in the year. The change altered the overall performance of different assets for the quarter, since U.S. stocks didn’t do much in March. They took a break from the strong rally they had in January and February. But overseas […]

Why Investment Returns Should Decline

April 6, 2017

A number of investment firms have argued that investment returns, especially stock returns will be below the long-term averages over the next 10 years. The main reason is that Federal Reserve policies after the financial crisis artificially boosted stock returns the last few years. Here’s another argument for lower investment returns over time. This argument […]

The Dangers of Picking the Wrong Trustees

April 4, 2017

Most estates have a trust or two, especially as the estate is more valuable. People spend a lot of time working with their estate planners on the details of the trusts. Yet, picking the trustee or trustees often is an overthought. That’s a big mistake. This article describes how the estate of one of the […]

Out-of-Pocket Medical Costs to Rise for Seniors

April 4, 2017

This article discusses several studies that project in the next couple of decades America’s seniors will pay greater shares of their income in medical expenses than seniors are doing today. The researchers made these projections without considering any future changes in Medicare. They also don’t include long-term care costs. They used a model that seeks […]


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.

Probability of a Big Drop in Stocks

March 31, 2017

This post uses historic data to determine the probability of a significant decline in stocks by the end of 2017. It’s not using fundamental or technical factors to predict a drop at any point. The message is that, based on history, stock investors shouldn’t be too complacent about the steady rise in stocks we’ve been […]

Managing Debt, Income, and Savings

March 31, 2017

There’s a new book out by Thomas Anderson, The Value of Debt in Building Wealth. The title gives the impression that people should be in debt to maximize wealth, but that’s not what it says, according to this review. Instead, it says that people should be focus on either being debt free or leveraging their […]

On the Road to Brexit

March 30, 2017

We’re on the road to Brexit. The United Kingdom (U.K.) government notified the European Union (EU) in writing this week that the U.K. is ready to begin negotiating its exit from the EU. Most people don’t realize this, but the U.K. economy has been doing well since the Brexit vote to leave the European Union. […]

Poor on $500,000 Annually and its Impact on Saving for Retirement

March 27, 2017

This blog post discusses a segment of the population that has household incomes of $500,000 annually or more. But the households basically have all their money committed before its earned aren’t saving enough to replace their incomes in retirement. The phenomenon applies mostly to people in their 30s or 40s who have children. Both parents […]

March 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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