Retirement Articles
Found 3626 Articles.
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Helping Adult Children: Liquidate The Bank Of Mom & Dad
This article presents the evidence against helping your adult children too much. It points out that helping adult children financial is a major reason more people aren’t financially prepared for retirement. It’s okay to help your children. But realize there are limits, and make sure they know that. Otherwise, in a few years you might […]
Economy Perseveres against Tighter Monetary Policy
For several years now, the economy has been resisting the Federal Reserve’s tighter monetary policy. In 2015, the Fed stopped its quantitative easing program, and it has been increasing interest rates at a very slow rate ever since. The Fed also is letting the bonds and mortgages it bought mature and roll off the balance […]
The 7 “Action Steps” Missing from Your Estate Planning Checklist and Strategy
Most people, especially those with at least modest wealth, have engaged in some Estate Planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]
The Gig Economy And Retirement Jobs
This article says you might want to reconsider things if your plan includes spending a few years in retirement making extra money from gig jobs, such as driving for one of the ride-sharing companies. It says incomes have plummeted for drivers who use the technology companies. JP Morgan suggested that the growing number of drivers […]
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Puerto Rico As A Tax Haven for Wealthy Retirees
Puerto Rico became a popular hurricane for some fairly wealthy U.S. residents after Hurricane Maria. This article explains the tax rules and profiles some of the people who decided to take up residence on the island to save a lot of money. To comply with Act 22, Nissman said, it all came down to what […]
Understanding Medicare
There shouldn’t be anything new here to readers of Retirement Watch and my books, but this article is a good review of the basics of Medicare and how to choose your coverage. Deciding on a type of plan is critical. Take the example of someone who wants more freedom to select health care providers because […]
Why All Investors Should Pay Attention to Emerging Markets
U.S. investors should pay attention to what’s happening in emerging markets, even if they’re not invested in those markets. Emerging markets had strong recoveries after a bear market ended in early 2016. Latin American markets were among the strongest, with equity returns outpacing U.S. stocks for most of 2016 and 2017. But the situation began […]
Learning From The Financial Crisis and Stock Market Crash
Two of the leading economists on financial crises wrote an essay on lessons that should be learned from the financial crisis. They include lessons that never should have been forgotten but that policymakers didn’t remember at key moments of the crisis. Financial crises do so much economic damage for a simple reason: they destroy a […]
