Retirement Watch Weekly
Estate Planning to Secure Your Digital Assets
In just a few years digital assets sprouted from an emerging concern in Estate Planning to one of the more important issues to address. We’re moving from a paper world to a digital world, and many people don’t realize how important digital assets are to their lives or how valuable they are. They also don’t […]
Managing Required IRA Distributions
The IRS is cracking down on IRA mistakes, and improper required minimum distributions (RMDs) are a major target. The IRS receives enough in-formation from IRA custodians to identify people who might have made RMD mistakes. The penalty for an incorrect RMD is 50% of the amount you should have distributed but didn’t. The IRS isn’t […]
Avoiding Hidden Threats to Your Security
Some of the most serious threats to financial independence are often over-looked. Yet, a few simple, actions can avoid large losses from these risks. In addition, you can reduce substantially your out-of-pocket expenses when you pay attention to these neglected issues. The sad fact is that the insurance coverage for most people is wrong. People […]
Targeting Veterans for Scams
Senior veterans need to be alert for scams and financial abuse targeting them. In our December 2011 visit we explained how the Aid & Attendance benefits for vets provide assisted living and nursing home financing for many vets. Aid & Attendance and pensions are the hooks on the scams. They benefits are available only to […]
Paying for Long-Term Care
There are a lot of different kinds of long-term care and different ways of paying for it. Many people simply don’t understand how high the potential cost is or the different ways of planning to pay for it. This slideshow from Bloomberg does a good job of running through the different care options, how much […]
Your Favorite Investment and Stock Market Valuation Indicator
Investors continue to seek the economic or market indicator that tells them when to buy and sell stocks. I spend some time in my book Invest Like a Fox…Not Like a Hedgehog discussing this phenomenon and why it doesn’t work. At a minimum, you need to look at multiple indicators, not only one data point. […]
How to Be a Caregiver
There are a lot of guides for the many caregivers out there. Unfortunately, in every family there’s at least one person who’s going to spend a lot of time caring for a parent or spouse who can’t fully care for himself or herself. Here’s a unique take on the subject. The link is to a […]
Does Technical Trading Work?
An interesting profile appeared over the holidays in both Bloomberg and The Washington Post of Tom DeMark. He’s a little-known head of a research firm that provides technical trading data to big investors, such as hedge fund SAC Capital. DeMark’s expertise is known as technical trading. Technical trading ignores fundamentals. Instead, trades are based on […]
