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How to be happy in retirement
Happiness in retirement is the main goal for most all soon to be retirees. While a larger percentage of our happiness is dictated by genetics and other factors outside of our control, there is a small percentage that can be controlled. This is where the retiree needs...
What You Don’t Know About Social Security—but Should
A Look at Claiming Strategies, Tax Angles and More to Help You Make Sense of a Complicated Program Imagine that you're about to accept a new job, and it's time to talk salary. You sit down with your boss, who begins as follows: "Actually, our payroll system is...
FINRA tags Merrill Lynch with $8 million fine for mutual fund sales charges
Finra slapped Bank of America Merrill Lynch with an $8 million fine and ordered the wirehouse to pay a total of $89 million in restitution for failing to waive mutual fund sales charges for certain charities and retirement accounts. Most of the mutual funds on Merrill...
Early filers regret Social Security claiming decisions
Nearly 40% of retirees who claimed Social Security benefits before full retirement age now regret their decision, according to a new survey released Wednesday. Read full article here... Written By: Mary Beth Franklin, investmentnews.com
Millionaires Top 5 Investing Mistakes
Millionaires make some of the same investment mistakes as everyone else—it's just that their mistakes can cost more. A new survey of millionaire investors around the world found five mistakes that are most common among millionaires. The most widespread: failure to...
Why your home is not a good investment
Check out this article from USA TODAY: Why your home is not a good investment Written By: Morgan Housel The Motley Fool
George Saunder’s Adivce to Graduates
It’s long past graduation season, but we recently learned that George Saunders delivered the convocation speech at Syracuse University for the class of 2013, and George was kind enough to send it our way and allow us to reprint it here. The speech touches on some of...
Rate-of-return analysis shows value of delaying Social Security
For years, I have been telling my readers of the value of delaying Social Security benefits as long as possible particularly for married couples when the older, higher-earning spouse maxes out his or her benefits. Now, new research from a respected actuary puts a...