Monthly Archives: January 2013

Retirees Can Avoid Running Out of Money

Retirees face a wide variety of risks during the “golden years.” One of the biggest challenges is making sure you don’t outlive your money (also known as “longevity risk”). If we knew in advance when we were going to die, … Continue reading

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The 4 x 14 Portfolio™ Updated with 2012 Performance Data

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A Hassle-Free, Well-Balanced Investment Strategy for:            IRA Investors           401k and 403b Savers           Retirees Who Need Retirement Income The 4 × 14 Retirement Portfolio™ One of the most important decisions to make as a retirement investor is the … Continue reading

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Compounding: A Two-Edged Sword

We’ve all seen the IRA illustrations showing how a deposit of $2,000 per year for x years growing at y % results in lots of dollars at retirement. For instance, $2,000 per year for 30 years at 7% grows to … Continue reading

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Handling Aging Parents with TLC

If you are over 60 (or if you have parents over 60), you owe it to yourself and your family to have a frank discussion about long-term care in a tender way. Why? With people retiring sooner but living longer, … Continue reading

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The New Year: Time to Clean Out the Closets

Since we’re at the start of a new year, it’s a good time to clean up your finances. And one of the best places to start is with government savings bonds. 25,000 payments are returned to the Department of the … Continue reading

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