Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Cash Strategies in Retirement

Retirement Watch editor Bob Carlson discusses the importance of managing your cash well

Found 146 Articles.
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how-to-beat-inflation

How to Beat Inflation

September 1, 2003

A few economists continue to worry about deflation. Yet, the cost of the key goods and services most people buy keeps rising. Beating rising costs remains an important goal for those saving for retirement or striving to maintain their standard of living in retirement. Fortunately, you can reduce the cost of some important living expenses. […]

family-documents-to-secure

Six Kinds of Estate Planning Family Documents to Secure

June 1, 2003

Some documents are so important that they, or copies, should be stored securely. I don’t recommend a safe deposit box, for reasons explained in my June 2002 visit, which is available in the web site Archive. Consider a fireproof container or keeping copies at both the home and the office. The Federal Emergency Management Agency […]

funds

Bonds Or Bond Funds?

June 1, 2003

Yields are at four decade lows. Investors are looking for ways to increase income without increasing risk. The obvious way to increase yields is to reduce expenses on investments. The search for lower expenses revives the longtime debate over whether it is better to buy bond mutual funds, individual bonds, or the relatively new exchange […]

low-gas-prices

Where To Find Low Gas Prices

June 1, 2003

Gasoline for your car is taking a larger share of your budget than it did a few years ago. If your area is like mine, gas prices vary considerably in a relatively small area. You might not have to drive around to find the best prices in your area. A few minutes on the Internet […]

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beat-the-high-cost-of-investing

How to Beat The High Cost of Investing

June 1, 2003

Cutting the cost of investing is more important than it has been in years. Expenses didn’t matter much when the stock market returned over 20% annually and bonds yielded over 8%. In the next 10 years, however, I expect bonds won’t return more than their current yields, and the annual average return from stocks will […]

how-to-value-social-security

How To Value Social Security

April 1, 2003

Your portfolio is more conservative than you think. Most people don’t consider Social Security and other pensions and annuities when considering their investment portfolios. Even most financial planners and other investment professionals do not include Social Security and other pensions when allocating a portfolio. A pension such as Social Security has many of the characteristics […]

best-way-to-stop-id-theft

Best Way To Stop ID Theft

March 1, 2003

Identity theft cases doubled from 2001 to 2002. A report from the Federal Trade Commission revealed that ID theft complaints to the government rose from 86,000 to 162,000, and for the third year ID theft was the most reported type of fraud. The government believes most thefts go unreported and that about 700,000 ID thefts […]

easy-ways-to-cut-costs-and-boost-wealth

Easy Ways to Cut Costs and Boost Wealth

March 1, 2003

It is not as easy to increase wealth through investing as it was a few years ago. To boost wealth, investment returns have to be supplemented with cost cutting. Many firms are making this more difficult by increasing prices and various fees. Here’s my quick review of the best ways many of you can increase […]

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