Retirement Articles
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September 2013
September 27, 2013 06:30 p.m. Your Retirement Finance Week in Review You can look for interest rates to decline in coming months. Most investors and analyst concluded from the Fed’s taper talk in May and June that interest rates were on an endless upward rise. Markets pushed rates substantially higher. The Fed didn’t have to […]
What’s Happened to Emerging Markets?
Not long ago emerging economies and their stock and bond markets were darlings of the investment world. The countries sank a lot at the beginning of the financial crisis, but they bounced back much more quickly. They didn’t have the debt overhangs and other problems of the developed world. They maintained reasonable policies in the […]
Line Up Caregivers for Long Term Care in Advance
That’s the advice from a new AARP study. The study concluded that there simply aren’t going to be enough people available to provide long-term-type care to people who need it in the next few decades. AARP says the problem is identified from simple arithmetic. The Baby Boomers are a large population group and are getting […]
The Shrinking State Death Taxes
The Wall Street Journal reports that another four states are eliminating or phasing out their estate or inheritance taxes. That leaves only 18 states and the District of Columbia among those who still impose such taxes. Readers who live in these states need to be wary. You might not have to worry about federal estate […]
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Updating the Annuity Puzzle
Economists and many financial advisers believe that most people should annuitize a portion of their nest eggs. That is, once they enter retirement they should buy an immediate annuity paying a fixed amount annually no matter how long they live. (Or you can buy an inflation-indexed annuity so the annual payment increases with inflation, but […]
The Millionaire Secrets to Getting Wealthy
You already know this stuff if you’re a long time reader of Retirement Watch. But millionaires have a number of practices that other people don’t have and don’t realize are key to accumulating wealth. Most of the points in this post seem to be from The Millionaire Next Door, a best-seller of a few years […]
Another Case for Tax-Exempt Bonds
I moved tax-exempt bonds into some of our Retirement Watch portfolios recently, after the May-June meltdown. That’s a controversial move, because most people invest using a rearview mirror. Instead, they should notice that after the decline many tax-exempts are bargains and provide a margin of safety. You need to buy carefully, or buy a quality […]
Passing Down the Family Vacation Home to Heirs and Beneficiaries
There are a number of difficult estate planning issues, few of which involve taxes. A frequent one is what to do with the family vacation home or similar property. Usually the parents have pleasant memories of family get-togethers at the place and hope that the children can continue traditions. But there are a lot of […]
