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

Retirement Spending

Related Retirement Spending Topics

Financial Scams

Saving Money for Seniors

Found 83 Articles.
Get access to 149 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

what-longer-life-expectancy-means-for-your-money

What Longer Life Expectancy Means For Your Money

December 1, 2005

Americans are living longer. Financial professionals and government officials realized this some years ago and have been studying what that means. Many individuals, however, are not aware of the significant changes in longevity and what it means for their finances. Longer Life Expectancy means longer retirements. Men who are 65 today will live on average […]

how-to-avoid-scams-on-the-recently-departed

How to Avoid Scams on the Recently Departed

September 1, 2005

People do a lot these days to protect themselves from identity theft. Few people, however, take steps to prevent the identity theft that is likely to occur after someone passes away. That time can be ideal for identity thieves. Loved ones aren’t likely to be focused on the possibility of identity theft. In the estate […]

the-changing-picture-of-state-taxes

The Changing Picture of State Taxes

September 1, 2005

State and local taxes are a higher portion of retirees’ expenses than in the past. These taxes are a more important factor in people’s decisions of where to live in retirement. Yet, many people are making decisions with the wrong information. If state and local taxes are important to you, do not rely on information […]

are-you-putting-enough-money-away

Are You Putting Enough Money Away?

August 1, 2005

The biggest planning mistake most people make is not realizing how much retirement will cost and how much money they will need. Fortunately, those who remember a few principles and use today’s low-cost technology can substantially reduce the margin of error. Surveys of future retirees abound. An interesting recent survey from Merrill Lynch found that […]

SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES

In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

how-to-ensure-your-pension-is-safe

How to Ensure Your Pension Is Safe

July 1, 2005

The recent termination of the United Airlines pension plan put pension safety on the front burner. The news quickly was followed in Congress by hearings and reports on the underfunding of both corporate pension plans and the government guarantee agency, the Pension Benefit Guarantee Corporation. Most large companies offer some kind of a guaranteed pension […]

7-ways-to-defend-elderly-from-abuse

7 Ways to Defend Elderly from Abuse

June 1, 2005

Older Americans are ready targets for exploitation and abuse. Unfortunately, sometimes the sources of exploitation are caregivers or others the person trusts. Loved ones and friends can take action to prevent such abuse and to catch it before it gets too far. Consider taking the following actions. Be involved. Even if you have no legal […]

new-savings-from-brokers

New Savings from Brokers

April 1, 2005

Opportunities are increasing for cheap investors. Only a couple of years ago I reported that the discount and mutual fund brokers were raising fees and increasing minimum investment amounts. The brokers didn’t want small investors, frugal investors, or long-term investors. Since then, the stock market has rebounded and trading volume is up. In addition, a […]

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 […]

Log In

Forgot Password

Search