Your (Expensive) Health in Retirement
When saving, you must consider the potentially high costs of medical care during your retirement years. Fidelity estimates the health care expenses facing the average...
States and Cities Struggle under Pension Weight
Timothy Martin writes at the Wall Street Journal that public pensions in the United States are about to record their lowest long-term returns ever....
Warning! Pension Funds Continue to Swing for the Fences
You really can’t make this stuff up. Pension funds refuse to read the writing on the wall: We are living in a reduced return...
How to Become a Millionaire, Part I
You may look at my headline with a touch of disbelief, and, to be honest, I would most often join you in the disbelief...
How Retirement Affects Health
You can’t afford to lose meaningful money in retirement. It is the one death blow that is almost impossible to recover from and in...
Survey: Wealthy Investors Fear Becoming a Burden
The #1 fear for wealthy investors is becoming a burden to their children according to a survey from UBS and described here by Financial...
What’s on Your Bucket List?
“It’s not how fast you travel, it’s how far you go,” sings my friend Bob Morrison in his recently recorded song A Wheel Is...
Connecticut’s Pension Ranks #48
You read that right. Connecticut’s funding of its pension obligations ranks #48 in the country only to be outdone by Kentucky and Illinois.
Connecticut, with...
Video: The Retirement Gamble
You, no doubt, have questions about your retirement, especially with the recent market declines. I was speaking with a client yesterday and he told...
E.J.’s Notes from the Wild, Wild West
You don’t have to spend a ton of money to have fun with your family, but it certainly helps.
My family just returned from an...