Articles in Retirement

David Fabian

Tips for Rebalancing Your ETF Portfolio

The final month of the year is upon us and many ETF investors are likely considering making changes to their holdings as a result of annual rebalancing, required minimum distributions, or a... Read >>


Snowbird Costs We Didn't Consider

By Jennie L. Phipps for This is our second year of snowbirding; we live half the year in Michigan and half in South Florida. When we made the decision on this living arrangement,... Read >>


Women Retire Worried

By Jennie L. Phipps for Saving for retirement is a challenge for many women -- in all parts of the world -- according to a recent report by the nonprofit Transamerica Center for... Read >>


Public Pensions Sock Social Security Benefits

Workers who held jobs in both the private and public sectors over their careers could be in for a shock when it comes time to claim Social Security. If you get a government pension, the Social... Read >>

InvestorPlace Media

2 Vanguard ETFs for Steady Retirement Income

By David Fabian, FMD Capital Management When most investors begin planning for a steady income stream in retirement, they tend to gravitate toward fixed-income as a predominant asset class.... Read >>

Jim Cahn

Leverage CalPERS Hedge Fund Move As Reflection Point For Evaluating Your Portfolio

Much has been made about the California Public Employees’ Retirement System’s (CalPERS’) plan to eliminate all its hedge fund investments over the coming year. Ironically, I typically advise... Read >>


Social Security: Rewards For Waiting

By Jennie L. Phipps for Nearly half of the people eligible for Social Security claim it at 62, which for those reaching eligibility age today cuts their benefits by 25 percent... Read >>


Find the Right Nursing Home

Until last year, Norm Guivens didn't have the most favorable impression of nursing homes. Having visited various friends and relatives in these facilities, the 57 year old Braintree, Mass., bridge... Read >>


Last Minute Retirement Planning Strategies

By Brian Perry for In a perfect world, everyone would follow a consistent saving and investing plan, allowing them to retire with the same lifestyle they enjoyed during their... Read >>


Are Whole Life Insurance Rates Worth the Tax Advantage?

By Maxime Rieman for NerdWallet You may know that life insurance is an invaluable tool in making sure that your spouse and children are taken care of in case tragedy strikes. What you may not... Read >>

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