My Retirement Blog

My Retirement Blog

  • Retirement Health Care Fund

    WSJ published a story late August, prior to the latest stock market collapse, for near-retirees and the first item on the list was to establish a “health-care fund.” If you are still considering retirement (some have decided to defer retirement for a year or two to make up for the retirement fund shortfall, this is…

  • Kiplinger & AALTCI: Long-Term Care Phone-In Days

    I recently received this email from a PR person for Kiplinger’s informing me of a free service Kiplinger’s Personal Finance magazine and the American Association for Long-Term Care Insurance is offering. In these tough economic times, guarding your nest egg is more important than ever. What could be the greatest threat to your retirement plans?…

  • Vote Today!

    It’s Election Day, remember to go out and vote!

  • 3 Quick Ways To Save Money

    If you’re in or near retirement, the performance of the stock market probably has you rattled – that’s perfectly normal. The best thing you can do is reduce your expenses as much as possible so that you can let your investments, those investments that have lost quite a bit of value, stay in your accounts…

  • Retirees Need To Lower Investment Expectations

    There’s nothing like taking 20% or 30% off portfolio values to really put the concept of risk into focus. This story about a cardiac surgeon is a positive one as it shows how one person recognized the volatility of the markets from the dot-com bubble burst in 2000 – 2002, and was positioned well during…

  • Retirees: Consider Buying TIPS

    I recently received an email that contained some personal finance advice from two individuals I’ve always held in high regard – Scott Burns and Laurence Kotlikoff. Burns is a syndicated personal finance columnist, chief investment strategist for AssetBuilder, and originator of the couch potato lazy portfolio. Kotlikoff is a professor of economics at Boston University…

  • 2009 Social Security Taxable Maximum Increases

    When the Social Security Administration announced the cost of living adjustment last week for Social Security benefits, some people clapped as benefits increased. Anyone who was working probably didn’t like to hear that it would increase 5.8% because that meant the Social Security tax would increase also because the taxable maximum would increase from $102,000…

  • Tipd: Social Money News Site

    Last Tuesday, a new social media site launched named Tipd. Social media news sites are sites like Digg and reddit and others that let the users submit and vote on stories, tip them, to choose which get published and which get buried. It’s a great way for you to learn the news the community finds…

  • Inflation to Increase Social Security Benefits

    Social Security benefits are pegged to inflation. When the government announces inflation figures tomorrow, it’s likely that a retiree’s monthly social security benefits could increase by 5% or more. Social Security calculates the Cost of Living Adjustment (COLA) using inflation over the 12 months preceding September. It’s estimated that the CPI-W, the figure used, will…

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