Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
Found 897 Articles.
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Discount Brokers: Changes and Updates
Changes have been sweeping the world of discount and mutual fund brokers. Just a few years ago the brokers were re-trenching and, in many cases, chasing away customers they considered unprofitable. Higher fees and minimums were the order of the day. Those trends are reversed at most discount brokers, and additional changes are occurring. One […]
TopReasons for Buying Real Estate for College
The room at college doesn’t have to be an expense. It can be a tax break, with the potential for income and capital gains. It also might be a way for parents or grandparents to acquire a retirement home or second home. You can get these benefits by purchasing a place for your grandchild or […]
How to Make Your Portfolio Last Forever
Managing your assets as you roll into retirement is a lot different than it used to be. Or at least it should be. The days of rolling all your assets into bonds or CDs are over. Traditional retirement or financial plans make a number of simple assumptions. At retirement, the plans assume the retiree will […]
Biggest Retirement Mistake
Americans approaching Retirement remain mistaken about key aspects of retirement. Becauase of this, they risk going into their nonworking years with inadequate resources. Retirement could be full of surprises for a number of Baby Boomers. An annual survey by the Employee Benefits Research Institute shows many Americans are confident about their retirement years. In the […]
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529 Plans Equalized, Estate Planning Should Adjust Accordingly
The recent deficit reduction law gave a boost to 529 prepaid college plans. There are two types of 529 plans: prepaid plans and savings plans. Under prepaid plans, the state guarantees that tuition and fees are covered by an amount determined today, even if inflation or investment returns are different from what was anticipated. The […]
Should Retirees Pay Off Their Mortgage?
Not long ago a key part of every retirement plan was paying off the mortgage. I’m told that a popular ritual was the mortgage-burning party, though I have never been to one. Now, it seems that fewer retirees consider paying down the mortgage to be important. To the contrary, maintaining a substantial mortgage frequently is […]
How to Put Investments in the Right Places?
With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]
What Longer Life Expectancy Means For Your Money
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 […]
529 College Saving Plans
Active versus Passive Investing
Art and Collectibles Investing
Asset Allocation
Bear Market
Bonds and Tips
Bull Markets
Cash Management
Commodities
Cryptocurrencies
Diversification
Dividend Investing
Endowment Investing
ETFs
Financial Crisis
Global Markets
Emerging Markets
Gold and Silver
Hedge Funds
Index Investing
Interest Rates and the Yield Curve
Investing for Children and Grandchildren
Investing Strategies
MLP's
Momentum Investing
Mutual Funds
Passive Investing
Portfolios
Real Estate Investing
Risk Management
Shiller
Smart Beta
Stock Market Bubbles
Stock Market Crash
Stock Market Votality
Stock Markets and the Economy
Stock Valuations
Stocks
Value Investing
Warren Buffett
