Making the case for the reverse mortgage as a retirement planning option | Financial Post
Financial Planning, RetirementI may be in the minority, but I think that considering a reverse mortgage can, in certain instances, be a […]
5 New Realities of Retirement – US News
Health & Fitness, Lifestyle, RetirementMy experience has been that the happiest and healthiest retirees that I know find ways to stay socially and emotionally
Retirement can trigger positive changes in your lifestyle
Lifestyle, RetirementFor the record, it sounds like a good idea. -Jeff According to a study report published in DNA India on
Retirement Plan Sponsors Have ‘Succumbed to Short-Term Pressures’: MFS
Financial Planning, RetirementThree-quarters of plan sponsors say they will put an investment manager under review based on underperformance over one or three
How Much Income Will You Need For Retirement? | KOB.com
Financial Planning, RetirementGood article and something that reiterates the point that ‘rules of thumb’ are just not appropriate for everyone. -Jeff The
Tactical asset allocation
Behavioral Finance, MarketsJoe McLoughlin argues that developing a shorter-term sense of what is happening and being able to act on it might
5 worst investment calls of this century
Behavioral Finance, MarketsThere’s a reason that I think it’s foolhardy to put too much stock in the predictions of our so-called “experts”
Goldman Sachs Abandons Five of Six ‘Top Trade’ Calls for 2016 – Bloomberg Business
MarketsI’ve always been wary of group-think projections of the future. Man, did GS get this wrong. -Jeff Goldman Sachs to clients:
What Assets Need to Be Listed for Probate? | LegalZoom
Financial PlanningWhether it is necessary to probate property can depend upon how title to the property is held, or whether there
3 Smart Ways to Maximize Your Roth IRA — The Motley Fool
Financial PlanningThe Roth IRA is an amazing way to create tax-free retirement savings, and it’s something that, frankly, too few people
3 mistakes to avoid in your first 3 years of retirement – MarketWatch
Financial Planning, RetirementWhen you’ve finally arrived at the stoop of retirement, your next steps are often some of the trickiest. So much
How to Find Previous 401(k) Accounts — The Motley Fool
Financial Planning, RetirementThere are several ways you can try to locate lost retirement money. Using an employer-sponsored 401(k) plan can be a
2015 was the hardest year to make money in 78 years
MarketsIt’s been a really, really tough year for returns. According to data from Societe Generale, the best-performing asset class of
The riskiest stock to own? Your employer’s
Financial Planning, RetirementShortly before Enron collapsed, 62% of employees’ 401(k) assets were invested in Enron. Above, Playboy magazine’s “Women of Enron.” Pension
What retirement crisis? It’s all good
RetirementAlmost 70% of women said spending time with their grandchildren was a top retirement goal. Worried about your lack of
Average Americans May Never Retire, But That’s Okay
Lifestyle, RetirementMost people don’t set out to be average but at some point a new study or poll may lump them
Opinion: 7 ways to catch up if you’re behind on retirement savings
Financial Planning, RetirementMost financial advisers agree: The simplest way to ensure you retire comfortably is to start saving early and let the
Reading Your Employee Handbook Can Pay Off In A Big Way Before Retirement
Financial Planning, RetirementThere are a myriad of things that people must consider before they retire. They contemplate whether they will have enough
The Cheapest Days To Fly And 12 More Holiday Travel Tips
TravelComplaints about stressful holiday travel are as old as St. Nick himself. Armed with these tips, you’ll be able to