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Don’t Outlive Your Money Series

The Trinity Study: Betting The Odds Your Nest-Egg Lasts

October 29, 2019 by Linda Vaughn

The takeaway:  The landmark Trinity Study shows the odds your retirement nest-egg will last as long as you do.  Developed by finance faculty at Trinity University, the results of this landmark work apply to nest-eggs with lots of stocks–or lots of bonds.  Take note ye readers fearful of stocks!  The Trinity Study builds on the … [Read more…]

Posted in: Don't Outlive Your Money Series, Drawing Down Your Nest-Egg Tagged: 4% Rule, don't outlive your money, Trinity Study

The 4% Rule: How to *Not* Outlive Your Nest-Egg; How Big Your Nest-Egg Needs to Be.

September 18, 2019 by Linda Vaughn
Vintage black and white photo of woman sitting inside her giant nest-egg, with only her head and legs exposed.

The Takeaway:  The 4% Rule tells you two things.  First, it lets you know how much you can annually tap from your retirement nest-egg without it running dry.  Second, it tells you how big your nest-egg needs to be to cover your retirement income needs.  What’s not to love? 😀 This post is a step-by-step guide … [Read more…]

Posted in: Don't Outlive Your Money Series, Drawing Down Your Nest-Egg Tagged: 4% Rule, don't outlive your money, Retirement Planning

Don’t Outlive Your Money! Part 2 – Warnings About The Retirement Replacement Ratio

April 22, 2019 by Linda Vaughn
Vintage photo of man wagging his finger at the viewer regarding the retirement replacement ratio.

The takeaway: Boomer, beware the retirement replacement ratio.  Contrary to belief, it doesn’t help Boomers figure out how much money they need to retire.  The retirement replacement ratio may be fine for early- to mid-career workers, but not for Boomers who are on the brink of retirement.  This post explains why.  Have a look! $$$ … [Read more…]

Posted in: Don't Outlive Your Money Series Tagged: Retirement replacement ratio

Don’t Outlive Your Money! Part 1: Figuring Out How Long You’ll Need It

March 11, 2019 by Linda Vaughn
Vintage photo of old man wagging his finger at young woman talking about not outliving your money.

The takeaway:  To not outlive your money you need to know three things.  This post covers the first thing:  how long you need the money to last.  Life expectancy tables, DNA, and X-rays aren’t necessarily destiny.  Don’t underestimate how long your money should last. $$$ Greetings, Boomer.  Last summer I was eating a family lunch … [Read more…]

Posted in: Don't Outlive Your Money Series Tagged: Don't outlive your money; Boomer life-expectancy, how much money needed for retirement

Don’t Want to Subscribe? Gasp! Check Out These Helpful Money Posts Instead!

September 24, 2018 by Linda Vaughn
Vintage black and white photo of a woman holding her spectacles and looking disapprovingly at nonsubscribing readers.

Hey Boomer!  Thanks for stopping by.  For subscribers of Boomer Money and More, I just posted:  Seven Simple Steps to Not Outlive Your Money and Buyer Beware!  The Essential Checklist for Long-Term Care Insurance. As for you lovable non-subscribers… Don’t go away empty-handed. Since this is football season, check out my post about former football … [Read more…]

Posted in: Don't Outlive Your Money Series Tagged: asset allocation, Bernie Kosar, commercial real estate, inflation, leverage, Residential Real Estate
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  • Drawing Down Your Nest-Egg (3)
  • Long-Term Care Series (14)

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