Investing for Retirement

Limiting Investment Losses

The markets seem to be rallying on some positive economic news from around the world.... 

Changing Our Retirement Asset Allocation

I am making a number of significant moves this week in our 401(k) asset allocation.... 

Investments to Retire on Time

I like to read the online edition of Investment News because its articles are targeted... 

Two Sides of the Fixed Annuity Story

Annuities in general are difficult for the average baby boomer to fully understand.... 

Investment Ladder Strategies for a Retirement Portfolio

Investing when you are near or in retirement is primarily about managing risk and... 

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Retirement Planning

Fear of Outliving Your Retirement Money

I read a report of a recent baby boomers and retirement income study sponsored by... 

Avoiding the Sunk Cost Fallacy

Some of the retirement planning mistakes baby boomers make involve a mistaken belief... 

Repay and Restart for a Bigger Social Security Check

If you are already receiving Social Security retirement benefits, you may be running... 

Attitude Adjustments for Retirement Success

I’m back from vacation – a wonderful week shared with family at the lake.... 

Protect Your Spouse in Retirement

For the married couple, retirement planning is not about you. It’s about both... 

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Places to Retire

The Low Stress Vacation Home

The New York Times recently published an article that attempts to explore the harsh realities of owning a vacation home. I agree with many of the author’s views. I wanted to comment further because we are now experienced owners of a pre-retirement vacation home. If you have considered purchasing property to use for vacation or weekend living,... [Read more of this article]

Downsizing and Mortgage Refinance Strategies

For the past year or so we have been openly discussing downsizing from our primary residence after our youngest son graduates from college next spring. We would take the proceeds from the sale and either buy something smaller in the area or, more likely, rent. Now we are rethinking that strategy. [Read more of this article]  Read More →

Is There a Low-Cost Retirement Paradise?

A common theme in discussions about retirement in a foreign country is that a life in a warm, sunny retirement paradise can be experienced at low cost. This belief applies in particular to retirement destinations such as Mexico, Belize, Panama, and Costa Rica. According to some folks who have tried it, this belief is only half-true. [Read more of this... [Read more of this article]

Re-Thinking the Dream of a Beach Front Retirement

Many baby boomers have grown up yearning for beach front property. Owning a house or condo near the ocean for retirement is a dream that lots of us have shared. Sadly, the Gulf oil disaster has added another reason to the list of reasons why retiring on the beach may not be such a good idea. [Read more of this article]  Read More →

Downsizing Compared to Upscaling in Retirement Living

We drove to Long Branch Lakes yesterday to check on the construction progress of the condo we are buying. Things are moving along rapidly. The unit is completely shelled in and framed, with rough plumbing and electrical completed. The garage is finished and our horse’s shoe was embedded in the garage floor surface as we asked. [Read more of this... [Read more of this article]

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