Retirement Articles

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safe-profitable-investment-hedge-fund

The Safe, Profitable Way to Invest in Hedge Funds

September 1, 2007

Hedge funds continue to make the headlines, largely because of funds that did not hedge anything. As many investors are finding out, these days “hedge fund” is a generic term that identifies any investment vehicle not subject to SEC regulations. Traditionally a hedge fund purchased investments the managers liked and sold short those that appeared […]

estate planning

Why Life Insurance is An Important Tool in Estate Planning

September 1, 2007

After the 2001 tax law began a phaseout of the estate tax, many people concluded there was no longer a reason for life insurance and insurance trusts to be considered as part of an estate plan. Yet, there always were reasons to consider life insurance in plans, and there might be new reasons in the […]

the-revolution-in-continuing-care-retirement-communities

The Revolution in Continuing Care Retirement Communities

September 1, 2007

There is a bit of a revolution taking place in continuing care retirement communities (CCRCs). The revolution will make it easier for people to enter the community of their choice, but it also is making some decisions more difficult. A continuing care retirement community offers the full range of senior living options on one campus […]

plan-now-to-escape-alternative-minimum-tax

Why You Must Plan Now to Escape Alternative Minimum Tax

September 1, 2007

More taxpayers than ever are paying the alternative minimum tax (AMT). If Congress does not act by the end of 2007, an estimated 25 million households will pay the AMT for 2007. Many of my readers are among those most likely to be snared in the AMT. Originally targeted at the very wealthy, the AMT […]

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easy-ways-to-save-money

Easy Ways to Save Money

September 1, 2007

My 1990 Honda Accord still is cruising toward 200,000 miles. I enjoy the tones of respect it gets from mechanics on those rare occasions when it needs work done. Even more, I like the cost savings. Owning a car for a long time not only avoids interest and principal payments but also holds down insurance […]

estate planning

Estate Planning Strategy to Help the Grandkids Buy a Home: Gifts, Loans, or Rentals?

September 1, 2007

Home prices are down, and inventories of unsold homes are high in many areas. That makes this an ideal time to buy a home, or to help a grandchild buy that first home or move up to a larger home. Despite the decline in prices, buying a home still is a struggle for many young […]

September 2007

September 1, 2007

September 21, 2007 1:45 p.m. Today’s Confusing Markets Already Explained Investors and analysts have been confused by many of the market developments of the last couple of years. They are easily explained, and the explanations are in my recent book, Invest Like a Fox…Not Like a Hedgehog. Conventional economic theory misses a few critical elements […]

empty-nesters-move-or-remodel

Empty Nesters: Move or Remodel?

August 1, 2007

An as retirement approaches an important issue for empty nesters is what to do with the family home. The homeowners can move to a more suitable home, usually by downsizing into a smaller residence.  The other choice is to remodel the home to make it more compatible with the new lifestyle. Often, remodeling was considered […]

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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