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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
Retirement saving: Which IRA?
By Adam Baley Retirement savings accounts such as IRAs offer tax advantages that can boost your investment returns. Understanding the differences between traditional and Roth IRAs opens up planning opportunities and helps you find the right combination of investment vehicles for your retirement plan. […]
Investment insights via Snapshot
Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]
Watch bonds as rates rise
As the Federal Reserve gets closer to eventually raising interest rates, Steve Giles says investors should keep an eye on the durations of their bond holdings. Steve explains how rising rates affect bonds in a MONEY TALK VIDEO. […]
Investment balance: Find and keep
Finding balance between risk and return is key to successful long-term investing. As Art Rothschild explains in a MONEY TALK VIDEO, re-balancing also is needed. […]
Long-term care in retirement
By Adam Baley While there is no risk-free way to pay for medical costs in retirement, investors need to be aware of such potential out-of-pocket expenses and their options for covering them. They need to have a plan in place. A key concern is for your spouse – trying to make sure that long-term care expenses do not deplete your assets and leave nothing for your survivor. […]
Stock valuations: Time to buy or sell?
Puzzling over whether stocks are cheap or pricey requires examining multiple measures and putting them in context, as Dave Sandstrom explains in a MONEY TALK VIDEO. […]