Brexit happens. Know your investment plan, and stick to it.

Brexit! This is not a drill! The klaxon horns have sounded, and it’s all hands on deck! The British “leave” vote — Brexit in financial medialand speak — has forced us all once again to rouse ourselves from our media-induced slumber and get busy getting busy. Pull on...

Every Financial Crisis Is Different

Looking Back Stock-market declines are always obvious in hindsight. When technology stocks reversed course in spring 2000, after years of gains, the New Era was over. Prudent investors exited. Several years later, The Big Short informs us, the smart money understood...

The Everything-in-One Promise of a Continuing Care Community

Is it possible to have it all in retirement? That’s what so-called continuing care retirement communities promise. These hybrids offer independent living apartments (and sometimes free-standing cottages) along with assisted-living support, home care, a nursing home...

How retirees can plan for the unexpected

Many people anticipate their future living expenses as they approach retirement, aiming to pad their nest eggs so they’ll be able to live comfortably on a fixed income. It’s the unexpected expenses that can trip them up. Top among those expenses that can put a wrench...

Spending in Retirement is a Balancing Act

How to spend down your money may be the missing link in your retirement plan. Nearly two-thirds of savers approaching retirement don’t have a strategy for which assets to tap first, according to a report from Ameriprise, which surveyed 1,300 baby boomers age 55...