Retirement Watch Weekly
June 2015
June 26, 2015 04:25 p.m. Your Retirement Finance Week in Review There still is time to take advantage of your free registration for the San Francisco MoneyShow, July 16-18 at the Marriott Marquis. I’ll be making two presentations on Saturday, and we’ll have a booth throughout the show at which we can meet our members. […]
Probating Your Estate: Issues and Strategies
Do you want your estate to avoid Probate? If so, how should you avoid probate? Those are key questions that need to be answered as part of your estate plan. The answers often de-pend on where you live, how valuable your estate is, and the types of assets you own. Probate is a state and […]
The Coming Medicare Changes
Changes are coming to Medicare. They recently were put on the books to begin in a few years. The changes are the result of Medicare’s “doc fix.” You might be aware that in 1997 the formula for reimbursing doctors for treatment provided under Medicare was changed. The formula slashed reimbursement rates and would save Medicare […]
Spotting Overlooked IRA Opportunities
IRAs hold the bulk of most people’s retirement nest eggs. They are vital to successful retirement. Yet, many people leave a lot of IRA money on the table. They don’t realize the many strategies available to increase the after-tax value of IRAs. IRAs are deceptive. They seem simple at first, no more complicated than opening […]
Remembering Dr. Tom Stanley
You might remember a publishing phenomenon in 1996: The Millionaire Next Door. Dr. Thomas J. Stanley and Dr. William D. Danko spent a couple of decades studying America’s millionaires to help companies market to the affluent. Then, they wrote a book explaining how the rest of America could join the rolls of what they called […]
Managing Second Homes and Taxes
The signs are we’re in or nearing a good time to look at a vacation home or second home, I wrote in our September 2012 visit. That turned out to be true. Prices have recovered in many popular vacation and second home areas, and forecasts are for reasonably steady demand as long as interest rates […]
The World’s Oldest Person Keeps Dying
Here’s an article with some interesting facts about those who have become the world’s oldest living person. It has interesting points about how many people have been verified as the oldest, how long they lived, and why they often die shortly after being verified as the world’s oldest living person. Weaver’s five-day run as the […]
Health and Longevity Updated
The Weekend Essay for The Wall Street Journal (subscription might be required) reports on a detailed study of people on the island of Sardinia off Italy who have extraordinary longevity. At first, researchers assumed genetics played a major role. After further research, they concluded genetics weren’t a factor. Instead, diet, exercise, family, and community played […]
