Retirement Articles

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Is It a Good Time to Buy a Second Home

May 1, 2007

In our Feb. 2002 visit I advised, “If a second home interests you, now is a good time to take a serious looking at buying one.” Those who took my advice have done well. Vacation and second home prices were stagnant then because of the economic downturn but doubled in many areas between 2000 and […]


6 Ways to Cut Prescription Drug Costs

May 1, 2007

The Part D Medicare Prescription Drug program is doing well after its first year. Surveys show that it is very popular with its beneficiaries. Premiums and other costs to beneficiaries are lower than forecast. Yet there still is room for mature Americans to reduce their prescription drug costs. Retirees who aren’t yet old enough for […]


How Annual Family Meetings Help You Leave a Legacy

May 1, 2007

In the financial and estate planning industry a current rage is The Ultimate Gift by Jim Stovall, a book that recently was made into a movie. The novel is about a very wealthy man who realized that his wealth could not buy him what really matters. Throughout his life, he attempted to make his loved […]


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How to Avoid Frequent IRA Mistakes

May 1, 2007

Mistakes and over-sights by IRA owners prevent their heirs from maximizing the after-tax benefits of the accounts. The source of many problems is the IRA beneficiary form, a document to which most IRA owners devote only a minute or so. This form should be an important element of an estate plan, and some IRA owners […]


Retirement Planning: How Are You Doing?

May 1, 2007

Financial and retirement planning start with answering the question in the headline. After determining how you are doing, the next step is to define the actions that are needed to either help you do better or at least maintain your current status. Answering the first question is not as easy as many people suppose. Traditionally, […]

estate planning

The Multi-State Estate Plan

May 1, 2007

Readers with homes or other property in more than one state should take special care in their estate plans. There are lawyers who advise drafting separate wills and other Estate Planning documents for each state involved. You shouldn’t need to do that much work. The estate plan, however, does need to recognize that multiple states […]

Know the Financial Scams that Target Seniors

April 1, 2007

Older Americans have most of the money, and crooks know that. So do people who operate within the law but beyond the usual definition of ethical, selling people products that aren’t appropriate for them. That is why we have a number of ill-suited financial products specifically pitched at those 55 and over, and especially at […]

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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