Boomer and Retirement Weekly Reader – Entrepreneur Edition

Six weeks ago I was persuaded by experience and research to make some radical changes in our retirement planning philosophy. Four weeks ago I converted that changed philosophy into a new retirement investing plan. I developed spreadsheets and other tools to aid in developing and implementing our plan. Read more

Volunteer Opportunities for Retired Baby Boomers

Many baby boomers imagine themselves being retired from a paying job and spending some of their free time as a volunteer. I am one of them. Finding a volunteer position suitable for a retiree may not be as easy as we think. Fortunately, there are organizations that can help. Read more

New Options for Investing in Inflation Protected Securities

If you have been a regular reader, you know that I am a fan of  I-Bonds and Treasury Inflation Protected Securities (TIPS) as a secure retirement investment that is also an inflation hedge. If you can put them in a tax-deferred account, TIPS may work better, if only because you are limited in how many I-Bonds you can purchase in a year. A mutual fund company is now making it easier to benefit from TIPS as an investment using exchange-traded funds. Read more

Money Saving Resources for Baby Boomers

My wife and I returned from a weekend visit to a nearby active adult and equestrian lifestyle retirement community. It was an excellent and informative experience that I intend to write more about later this week.

Meanwhile, I came across a few new resources for baby boomers that will help us save money and be better retirement planners in the future. Read more

Places to Retire with Low Income Taxes

If you are thinking about places to live when you retire, you also have to think about income taxes. You don’t have much control over your federal income tax burden but you can control your state tax burden by choosing your retirement state wisely. Finding a state with low taxes for retirees is not as straightforward as it may seem. Let’s take a look. Read more

Retire in a Foreign Country – Ecuador

Although retirement in a foreign country is something that we baby boomer think about, Ecuador is not one of the countries that immediately comes to mind.

Maybe it should be. Read more

Simple Retirement Nest Egg Recovery and Repair

Positive economic signs are emerging. Now is a good time for baby boomers to consider moves to repair our retirement nest egg and allow it to recover from the damage it suffered in 2008-2009. Sometimes the simple and back to basics strategies are the best. I like to make lists of strategic and tactical options and review them. So here goes. Read more

Finding Information Online About the Best Places to Retire

Lots of baby boomers are searching online for information about the best places for retirement. Most of the sites that are found in such searches are sponsored by actual retirement destinations. They are not necessarily objective in the information that is provided. I’ve found a few sites that go beyond the marketing hype. Read more

Using Technology to Save Money

Some would argue that Baby Boomers are slow to use technology to save themselves money on purchases. If that saying is true, I strive to be an exception to the rule. The web is loaded with money-saving tools for online shopping. Here are a few that I have found to be helpful. Read more

Retirement Income and the Myth of Equity Risk

Many baby boomers have been thoroughly indoctrinated in two concepts that have been widely promoted by the investment industry. Read more

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