Retirement Watch Weekly
The Latest Changes in Home Care for Seniors
These changes aren’t coming from the government or insurers but from the technology geeks. A group of them believes that some innovations in other industries will improve things and lower costs in home care, according to this piece. They say their goal is to keep their parents in their homes for as long as possible. […]
Personal Finance After 50 For Dummies
Here’s the latest and most comprehensive retirement financial planning guide. All the key financial issues of retirement are answered: How will you pay for retirement medical expenses? When should you begin Social Security benefits? When should you retire? How do you ensure you won’t run out of money in retirement? Should you buy long-term care […]
Invest Like a Fox… Not Like a Hedgehog
Why has there been a series of bubbles in technology stocks, home prices, financial stocks, and commodities? How can investors spot such bubbles and invest to avoid large losses and even profit from them? What causes long-term bull and bear markets? Why do successful investment strategies and signals suddenly stop working? Why do most investors […]
The New Rules of Retirement
Retirement and retirement planning are changing. They were changing before the bear market of 2000-2002, the recession of 2001, and before Sept. 11, 2001. Significant trends were already afoot that changed many aspects of retirement and retirement planning: the cost of retirement, pensions, health care, housing, the financial markets, estate planning, tax planning, and many […]
Should Annuities Be in IRAs?
It is past time to consign to the dustbin of financial history another long-time financial rule of thumb. I hear it regularly when making presentations. People say, “I thought it never was a good idea to buy an annuity in an IRA.” That used to be reasonable advice but no longer is in many cases. […]
Today’s Best Annuities
Things have changed since our last survey of the annuity market in August and September 2014. On pages 7 and 8 you’ll see an update of what we found are today’s best yields, distributions, or other features available in different annuity categories. We discussed each of these different types of annuities in past visits, and […]
April 2015
April 24, 2015 05:20 p.m. Your Retirement Finance Week in Review There wasn’t much major news this week to affect markets. The week got off to a rocky start because of new reports that Greece might default on its loans from the IMF. But these fears were reduced as the week went on. The Nasdaq […]
A Frequantly Overlooked Key Issue in Estate Planning
Celebrities and the wealthy often provide important financial lessons for the rest of us. Often, the lessons are more important for the rest of us, because the wealthy usually have enough assets to over-come the losses from their mistakes. For others, one or two critical mistakes can severely reduce financial security. The latest important lesson […]
