My Comments: Having more money to spend in retirement requires a delicate balance between living cautiously and making sure your funds are growing properly. If you stay alive, the money to pay your bills has to come from somewhere. All that is to say that global economics is going to play a role in your …
Continue reading Trump’s Looming Bust-up with China is Bad News for 2018
My Comments: As you’ve heard me say many times, Social Security benefits have become an absolutely critical piece of the retirement income puzzle for most of us. If it’s not there to pay critical monthly bills, it’s there to allow us freedom of movement as we transition from the retirement go-go years to the slow-go …
Continue reading Finding the Best Social Security Claiming Strategy – 3 Questions
My Comments: What would you do if you just found out you were getting an extra $300,000? And to whom is this question posed? The article appeared in a news feed on my phone this morning as I was drinking coffee and getting ready for the day. You can find it HERE. I’m sharing it …
Continue reading What should I do with the $300,000 I am about to inherit?
My Comments: I may have retired from providing investment advice but I’ve not yet left the building. What happens in the world of money still interests me both professionally and personally. Attached to this post, by way of a link to a 12 page, downloadable report, is a projection from Guggenheim that says we’ll experience …
My Comments: We do not live in a perfect world. Flaws are all around us. As responsible adults, we always try to make good decisions, and mostly we succeed. Until we don’t. If you expect to live another 20 or 30 years, the money you’ll need to pay your bills has to come from somewhere. …
Continue reading The Perfect Storm (Of The Coming Market Crisis)
My Comments: Happy Thanksgiving everyone! For those of you still not signed up and receiving monthly benefits, here’s some useful things to know. For those of you who attended my Social Security workshops, you’ll recall the acronyms that appear on every page. There's even a couple more here for you to learn. Maurie Backman - …
Continue reading 10 Social Security Terms To Know And Understand
My Comments: Some of you will see this as a political statement by me and perhaps recoil from it. I hope not. We are in the midst of a national, if not global, re-evaluation of the values that underly society. On a personal level, I’m very troubled by Trump and how his values about life, …
My Comments: There is increasing uncertainty about the stock market. This uncertainty has been growing now for the past 3 plus years. The long term trends described below, coupled with historically low interest rates, suggest the next decade will be disappointing to most of us. This analysis comes from a Guggenheim Investors report published last …
My Comments: Last Monday, I posted comments from three people who said with conviction there was no reason to expect a market correction any time soon. Today I have someone with no discernable name who says, also with conviction, that we’ll have one next year. Here’s my take on this: if you are 60 years …
My Comments: Once again, our assumptions about the future of the current bull market are challenged. I want these writers to be right, and that too is a challenge for me. I share it with you here in hopes it gives you a better idea about what to do with your money. By Krishna Memani, …
Helping Define Your Financial Future 