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Month: February 2017

FINRA: Superhero to Investors!

February 27, 2017 by Linda Vaughn
Picture of San Diego Bay

Last week I met up with my college roommate in San Diego.  I reserved us each a room on the beautiful San Diego bay.  The rooms were right next door to each other.  Both had gorgeous views and identical amenities.  Yet, my room was 30% more expensive than hers.  They were identical rooms!  (That got handled, … [Read more…]

Posted in: Investing Basics Tagged: Boomer investing, Boomer retirement, effect of investment fees on returns, fees kill returns, FINRA, investing, retirement

Watch It! Fees Kill Investment Returns

February 19, 2017 by Linda Vaughn
woman angrily pulling man by the tie in reaction to investment fees

“But ma’am, you get what you pay for.  Stop looking at our mutual fund fees.  Instead, look at our investment returns.    Returns are where the money is,” said the rep for my 401(k). With clenched teeth, I resisted grabbing him by his Armani tie and saying, “Your fees will destroy my returns.” “Ma’am!  Quit thinking … [Read more…]

Posted in: Investing Basics Tagged: Boomer investing, Boomer retirement, broker fees, effect of fees on returns, investment fees, mutual fund fees

Book Review:  Work Less, Live More—The Way to Semi-Retirement

February 12, 2017 by Linda Vaughn

  During the last 10 years of my public service career, I found work was taking over my life.  It was taking its toll on my body.  By the time the weekend rolled around, I didn’t feel like doing anything other than the laundry.  And I usually found myself at my desk working through the weekend … [Read more…]

Posted in: Book Reviews, Boomer Reinvention Tagged: Boomer advice, Boomer Career Advice, Boomer financial advice, Boomer retirement, Semi-Retirement

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