From the monthly archives:

May 2010

Retirement Adversaries

May 31, 2010

The odds are against us. But somehow, we seem okay with this. We seek retirement or at least profess we do, often making it seem like some scalable mountain we are in training to ascend. Advice on how to do this, a feat we would rather not attempt, instead taking the paved route with the [...]

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Mutual Fund Performance: How Do You Know For Sure?

May 30, 2010

Meg Green of the Miami Herald fielded a question about mutual fund performance from a 62-year-old retiree. His question is often asked by current investors, soon-to-be retirees and current retirees and those of who write about this topic always struggle with the answer. Her answer kept to the basics but did little more than suggest [...]

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Women, Wealth Management, and Living Within Their Means

May 29, 2010

Once someone, man or women reaches a level of financial independence, the approach that they take to money changes. But can the same be said for those whose independence is threatened each day by potential job loss, health issues or financial disasters that lurk around every corner? Patricia Stallworth believes that we can learn lessons [...]

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15 to 3: MetLife Makes a Retirement List Too Long

May 28, 2010

The recent MetLife Research on Retirement Readiness has received a little bit of buzz of late. And with good reason. People like lists and the approach to these fifteen tasks suggest that all you need do is pick one, any one, and you will have begun to do what you have not already done. The [...]

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When it comes to Retirement Planning and Investing, are Women different than Men?

May 27, 2010

Last week on MomsMakingaMillion Radio, I spoke about some of the differences between women investors and their male counterparts. I suggested that when these two groups were surveyed, the focus was more about finding a way to get more women investing than it was helping women invest. In the business of investing, brokerage houses and [...]

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Leaving it to the Grandkids – When They Retire!

May 26, 2010

Are you fond of making assumptions? Not the kind of assumption that suggests you know what you will do tomorrow or the next but sixty, perhaps seventy years done the road. Can you create a retirement plan for your grandkids? The assumptions you make about how much money you will need in retirement are probably [...]

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Is Inflation Worth Worrying About?

May 25, 2010

If the Consumer Price Index suggests that inflation is nothing much to worry about, should we be concerned anyway? Irwin Kellner, MarketWatch’s chief economist thinks the warning signs are there, even if we haven’t noticed them. He suggests that most producers of goods have created the illusion that the cost of their products has remained [...]

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Imagine Your First Day as an Investor is Today

May 25, 2010

If you have been a long-time investor you know certain things about not only yourself but the markets as well. You don’t necessarily need to be a student of stocks or even understand the nuances of global economics to grasp the nature of investor behavior. You may be one of those investors who react with [...]

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Refinancing Because of Europe

May 24, 2010

It’s okay if you haven’t been paying attention to what is happening in Europe of late. After all, unless you are planning to travel there in the near future, the situation is too far removed from your realm of existence to mean much. If you hadn’t noticed, the euro is worth less than it was [...]

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Volatile Investing and Your Retirement Plan

May 23, 2010

Does the past week in the stock market make you wonder about your retirement plan? Does the recent bumpy ride that the Dow Jones Industrial Average (DJIA) and the Standard & Poors 500 experienced make your breath hitch in your throat giving you pause and the opportunity to rethink what you are doing? Or are [...]

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