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Month: December 2016

Book Review: Retire Happy—What You Can Do NOW to Guarantee a Great Retirement.

December 21, 2016 by Linda Vaughn
Vintage black and white photo of a woman anxious about her nest-egg.

Mr. Boomer Money and More was growing weary.  Each night on our evening walks I delivered the same mind-numbing soliloquy:  do I retire or don’t I retire?  Fortunately, for the sake of his sanity and mine, I discovered this book: Retire Happy:  What You Can Do NOW to Guarantee a Great Retirement. by Richard Stim … [Read more…]

Posted in: Book Reviews

Index Funds: Loved by the Best!

December 19, 2016 by Linda Vaughn

Hey, Boomer.  There’s money to be made in index funds.   And one of the richest men in the world thinks so too.  Warren Buffett has instructed that 90% of the cash he bequests to his wife be invested in index funds.   Why?  Why not leave her some shares in Berkshire Hathaway, the magnificent company … [Read more…]

Posted in: Investing Basics Tagged: active management, actively managed mutual funds, Boomer investing, Boomer retirement, higher returns with index funds, index funds, index funds and fees, index funds cheaper, passive management, passively managed mutual funds, Peter Lynch and index funds, Warren Buffet and index funds

How Not to Pick a Mutual Fund.

December 5, 2016 by Linda Vaughn

Boomer, today’s post is a cautionary tale on what to avoid if you want your money to last longer than you do.  Consider my early forays into buying mutual funds as Exhibit A.  Exhibit A is how not to do it.  Exhibit A was me. And, as we’ll discuss, how I did it is exactly … [Read more…]

Posted in: Investing Basics Tagged: chasing investment returns, chasing performance, mutual funds

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