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Retirement Spending

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7 Questions Your Adult Children Must Be Able to Answer

March 13, 2020

A high percentage of estate plans fail. The failures usually aren’t because of problems in the documents that make up the basic plan. Estate plans fail because the people who implement them aren’t well-informed about key details. This is a very important topic. To a large extent, the level of knowledge that your adult children […]

Unveiling the One Best Way to Avoid Financial Scams, Fraud and Abuse

December 12, 2019

In the last few years, I’ve studied a lot of the research about frauds and scams. I’ve concluded there is one best way to reduce dramatically the probability that you’ll be taken advantage of by either strangers or people close to you. Most people think they know how to avoid being a victim of financial […]

The Tarkenton Plan to Avoid Financial Scams and Abuse

April 24, 2019

Financial scams and abuse, especially against older Americans, more than doubled over the last five years, according to reports from financial services firms. Part of the reason for the increase is that financial firms are more alert for signs of fraud and abuse. They also have more actions they’re allowed to take when they see […]


How To Protect Your Social Security Benefits from Identity Theft

April 22, 2019

Identity theft continues to grow, and your Social Security benefits are a favorite target of the identity thieves. After the thieves obtain your Social Security number and other personal information, they apply for benefits in your name (if you aren’t already receiving benefits)… and then have the money deposited in their own accounts. If you’re […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

Beat the Latest Scams To Steal Your Identity

December 17, 2018

The world’s thieves constantly are changing their methods, and you have to keep up with them to protect yourself. Not long ago, the major scam involved IRS imposters demanding immediate payment over the phone using gift cards. That scam largely is shut down. The IRS issued a number of alerts warning about the scam. Also, […]

Can You Spend More in Retirement Than You’ve Been Told?

December 17, 2018

Longtime readers know I believe the spending plan is the biggest gap in most retirement plans. The spending plan ensures you won’t run out of money in retirement. It answers the question: What’s the maximum amount I can spend each year and not risk running out of money? The longtime consensus among financial planners is […]

How Seniors Can Better Protect Themselves from Financial Fraud

November 27, 2018

Many believe that Wall Street and the financial services industry exist primarily to siphon money from people through high fees, excess trading, complicated products and other means. But a significant segment of the financial world is working to protect seniors from being abused or conned… And new rules are helping the change. In fact, in […]

estate planning

The # 1 “Overlooked” Retirement Expense

November 21, 2018

It’s the “forgotten” outlay in most retirees’ finances. It is also one of the largest expenses in the budgets of those 65 and older… yet completely taken for granted by both individuals and finance professionals alike. The expense?  Transportation. Transportation accounts for 16% of annual spending by Americans 65 and older, according to the Bureau of […]

November 2021:
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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