Retirement Watch Weekly
Shiller on Stocks
Professor Robert Shiller CAPE ratio has marked U.S. stocks are overvalued for some time. Shiller’s also been saying that they haven’t been this overvalued except for the two great market peaks of 1929 and 2000. Still, he’s probably not someone you want to take investment advice from. In this interview, he seems to take all […]
Marine Training for Investing Success
This blog post is by a group of investment professionals who also served in the Marine Corps. They say lessons they learned in Marine training have helped them in their investing and discuss them in detail. The first three lessons all revolve around the theme of preventing overconfidence. Human beings are fundamentally prone to decision-making […]
Managing Second Homes and Taxes
The signs are we’re in or nearing a good time to look at a vacation home or second home, I wrote in our September 2012 visit. That turned out to be true. Prices have recovered in many popular vacation and second home areas, and forecasts are for reasonably steady demand as long as interest rates […]
June 2015
June 26, 2015 04:25 p.m. Your Retirement Finance Week in Review There still is time to take advantage of your free registration for the San Francisco MoneyShow, July 16-18 at the Marriott Marquis. I’ll be making two presentations on Saturday, and we’ll have a booth throughout the show at which we can meet our members. […]
Probating Your Estate: Issues and Strategies
Do you want your estate to avoid Probate? If so, how should you avoid probate? Those are key questions that need to be answered as part of your estate plan. The answers often de-pend on where you live, how valuable your estate is, and the types of assets you own. Probate is a state and […]
The Coming Medicare Changes
Changes are coming to Medicare. They recently were put on the books to begin in a few years. The changes are the result of Medicare’s “doc fix.” You might be aware that in 1997 the formula for reimbursing doctors for treatment provided under Medicare was changed. The formula slashed reimbursement rates and would save Medicare […]
Spotting Overlooked IRA Opportunities
IRAs hold the bulk of most people’s retirement nest eggs. They are vital to successful retirement. Yet, many people leave a lot of IRA money on the table. They don’t realize the many strategies available to increase the after-tax value of IRAs. IRAs are deceptive. They seem simple at first, no more complicated than opening […]
Remembering Dr. Tom Stanley
You might remember a publishing phenomenon in 1996: The Millionaire Next Door. Dr. Thomas J. Stanley and Dr. William D. Danko spent a couple of decades studying America’s millionaires to help companies market to the affluent. Then, they wrote a book explaining how the rest of America could join the rolls of what they called […]
