Blog Archives

ACT TWO

Retirement can mean many things, but it’s not often thought of as an entrepreneurial “second act.” But, in fact, as New York Times reporter Elizabeth Olson wrote in a perceptive piece from the newspaper’s special retirement section–headlined TURNING  HOBBIES INTO

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Posted in Do You Know, Pension Parameters, Planning for Longevity

CAN I QUOTE YOU?

Let’s face it, everyone has an opinion about retirement (good idea? bad idea? financially viable—or not–idea?), and that includes the famous as well as not-so-famous. The words may not apply to you, but they’re certainly food for thought (or at

Posted in Pension Parameters

SURVEY-PART 2: ROLE OF REAL ESTATE

The conclusion of Andrea Coombes’ MarketWatch.com piece about personal financial decisions draws from the findings of a Harris Interactive survey of about 1,540 people for Northwestern Mutual, an insurance and financial-services firm. Here are excerpts from her article: Real estate

Posted in Do You Know, Pension Parameters, Planning for Longevity, Risk and Rewards

AND THE SURVEY SAYS . . . .

Ah, decision, decisions! The most popular financial ones—saving early? real estate? paying off the mortgage?–are addressed by Andrea Coombes in a MarketWatch.com column, Here is Part 1 of the piece: “Quick, what’s the best money move you ever made? “For

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Posted in Asset Allocation, Pension Parameters, Retirement Plans, Tax Planning and Deductions

THE TAX DEAL AND YOUR PORTFOLIO

That so-called “fiscal cliff:” may be yesterday’s  news, but as Christine Benz writes smartly in a comprehensive Improving Your Finances article on Morningstar.com,  the tax deal had . . . “something for everyone to revile: Tax hawks decried higher taxes

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Posted in Pension Parameters