Retirement Articles

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how-to-beat-the-estimated-tax-hassle

How to Beat the Estimated Tax Hassle

March 1, 2005

We’re coming up on the day many retirees dread. It arrives four times each year. What many do not realize is that they easily can avoid this day. During their working years, most retirees had income taxes withheld from paychecks. They did not worry about making quarterly estimated tax payments during the year. The only […]

comparing-continuing-care-retirement-communities

Comparing Continuing Care Retirement Communities

March 1, 2005

Last month we introduced Continuing Care Retirement Communities (CCRC) and their different pricing options. Each community combines independent living, assisted living, and a nursing home. Residents are guaranteed lifetime care. Some require a modest deposit and monthly fees.  Others require a large payment that might be partially refundable to your heirs, and they charge lower […]

is-the-housing-bubble-real

Is the Housing Bubble Real?

March 1, 2005

Housing prices in 2004 again were hot in a number of areas across the country. In three dozen metropolitan areas, home prices appreciated more than 20% in the last 12 months. In 14 major markets, prices more than doubled in the last 60 months. These strong growth markets primarily are in California, Nevada, Florida, New […]

hedge-funds-for-the-little-guy

Hedge Funds for the Little Guy

March 1, 2005

Our diversified portfolio of alternative mutual funds continues to do its job. We designed it to deliver solid long-term returns without the volatility of the stock market indexes. That is what we are getting. Long-time readers know that the Alternative Portfolio is a collection of mutual funds that use investment strategies similar to those used […]

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4-action-steps-to-avoid-id-theft

4 Action Steps to Avoid ID Theft

March 1, 2005

Identity theft was on the rise again in 2004. But the causes of ID theft will surprise most people. A new study issued by the Better Business Bureau found that a minority of known ID theft occurred over the Internet. The study found that in 68.2% of ID theft cases in 2004 information was obtained […]

estate plannig

Popular Strategy Ruins Estate Planning

February 1, 2005

Many people naively subvert their estate plans, creating nightmares for their heirs and bonuses for the taxman. The situation is easy to cause, but also is easy to fix. The problem is that few people realize the importance of the wording of the legal title to their assets. Yet, this simple decision, often made without […]

how-to-help-children-or-grandchildren-buy-a-home

How to Help Children or Grandchildren Buy a Home

February 1, 2005

One of the best gifts is to help an adult child or grandchild buy a home. Unlike cash or investments, a gift related to a home cannot easily be squandered or sold to buy something frivolous. When the child or grandchild is making a significant contribution from his own assets through at least future mortgage […]

your-home-and-long-term-care-in-one-package

Your Home and Long-Term Care In One Package

February 1, 2005

More and more retirees are looking to solve their housing and long-term health care needs in one move. They are moving into facilities called continuing-care retirement communities, or CCRCs. These also are known as living-care communities. A CCRC has several types of living and health-care facilities in one community. Usually there is an independent living […]

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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