Retiring Baby Boomers in the Days of Bubble and Bust
Are you a Baby Boomer heading into retirement? Chances are 2008 hit you like an anvil. Your pension portfolio and the price of your...
Best of 2012: 6% Income in Retirement
Originally posted: June 19, 2012
I came across a special report on retirement income last week during my daily reading regimen. I was surprised by...
Home for the Holidays
The Federal Reserve seems to feel inflation is under control. But those of us living in the real world know it’s far from under...
Do Your Friends and Family Have a Better 401(k) Plan?
I was talking to a prospective client last week who wants help managing his 401(k). He is one of several doctors in a large...
A Sure Bet Gone Wrong
Fenway Sports Group is the parent company that holds John Henry’s ownership interests in the Boston Red Sox and the Liverpool Football Club. Last...
Annuity Blimp Losing Air
When you get your insurance bill, you may not think insurers struggle to make money, but indeed some do. MetLife Inc. reported a third-quarter...
Your Winning Formula for Dividend Investment Success
When we started Young Research’s Retirement Compounders (RCs) in 2003, the goal was to look for a compelling competitive advantage to make the RCs...
How to Get Rich
I suspect that not many investors would own variable annuities if they knew more about them. But learning the ins and outs of variable...
#1a and #1b Investment Firms
Who wants to partner with Wall Street banks? You have JP Morgan tangled up with a recent trading loss of $2 billion and counting....
Be Fully Loaded for Retirement
If you’re thinking about retirement, make sure you’ve got a plan to get out of debt. The best case scenario would be to retire...