Retirement Articles
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The Truth About Frauds and Scams
The Wall Street Journal had a good series of articles recently about financial frauds and particularly how the elderly are targets for them. (Subscription might be required for some or all of these articles.) This article explains the extent to which the elderly are the targets of most frauds and make up most of the […]
A Case Study in Estate Planning Mistakes
Probably more estate planning mistakes are mistakes of omission instead of commission. Failing to take action or make the hard decisions causes a lot of problems. Here’s a case study from Forbes, though the family fortunately still has time to correct the mistakes. It involves the descendants of the creator of the children’s book character […]
Beware Asset Protection Trusts
Asset protection planners and several states have worked for the last couple of decades to develop trusts that will protect assets from creditors. The ideas were to make asset protection more affordable and also to keep in the U.S. assets that were being transferred to overseas trusts in jurisdictions with strong asset protection reputations. But […]
Saving Too Much For Retirement
More of the retirement planning industry is catching on. For decades, retirement plans revolved around simple rules of thumb such as that you’ll spend about 80% of your pre-retirement income during retirement. At Retirement Watch we’ve warned for decades about these simple rules of thumb. They likely cause you to save too much or too […]
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More on Stock Market Valuation – The Shiller PE Ratio / CAPE Ratio
I’ve been covering the recent debate about how high stock market valuations are with special attention to the Shiller P-E ratio, also known as the CAPE (cyclically-adjusted price-earnings ratio). The ratio uses 10-year inflation-adjusted earnings instead of just one year’s earnings to value the stock market. Advocates believe that historically it’s been very good at […]
What Happened to Emerging Markets Investing
The emerging economies, and especially their stock markets, were leaders after the global economic bottom in 2009. Their stock indexes rose much more than developed economy indexes. Most analysts said those economies would have permanently higher growth rates and that their stock returns would be higher than developed market stocks. All that changed over the […]
Trusts to Beat State Taxes
People with income and wealth are more concerned these days with beating state taxes than federal taxes. That is especially trust for residents of states such as New York and California with very high tax rates. This Bloomberg.com piece shows how people who are considering asset sales, especially of businesses, are moving assets to trusts […]
Two Stories of Retirement
This long article from Bloomberg.com tells the story of a father a daughter. The father is in his 80s and living well off his pension and savings. His daughter is 61 and barely making it financially. The story is sad but tells the tale of how retirement can turn out very differently based on timing […]
