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Book Review: Retire Smart, Retire Happy

March 27, 2017 by Linda Vaughn
Matterhorn--Italian Swiss Alps

Want to retire smart and happy?  Me too. I retired on a Thursday.  On Friday, I left for a two-year travel adventure.  It was a heady time.  A time I spent years preparing for financially. But once it was over, it was really over. I needed something that would sustain me here at home. I … [Read more…]

Posted in: Book Reviews, Boomer Reinvention Tagged: Boomer encore, Boomer money management., boomer reinvention, Boomer retirement, money management, retirement

Boomer Divorce: It’ll Cost You!

March 14, 2017 by Linda Vaughn
Retro black and white photo of man and woman sitting with their backs to each other looking sad at their impending Boomer divorce.

“If I’d met Nancy instead of Karen 30 years ago, I wouldn’t be divorced.  And I’d definitely have more money.” “Why?” I asked. “Because Nancy and I work as a team.  We want to invest in our future.  Karen just wanted to spend our money.  The more we made, the more she spent.  She always … [Read more…]

Posted in: Money Thoughts Tagged: Boomer divorce, Divorce, divorce in retirement, gray divorce

Book Review: Get a Life–You Don’t Need a Million to Retire Well

March 6, 2017 by Linda Vaughn
LV in blazer pulling her hair out

Just before I retired, I had a particularly stressful day that sent me straight to the bookstore.  (My go-to place when things get tough.)  I was working with someone from another office who clearly needed treatment for a narcissistic personality disorder.  Do you know the type?  I believe you do, Boomer.  Eight hours and you’re ready to tear-your-hair-out.  … [Read more…]

Posted in: Book Reviews, Boomer Reinvention Tagged: Boomer investing, Boomer retirement, encore career, how much money needed for retirement, retirement

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

Your fees destroy my returns, Buster! “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 … [Read more…]

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

  • Resilience: Your Most Valuable Retirement Skill. Here’s How to Build It. (Book Review.)
  • To Not Outlive Your Money, You’ve Got to Know Where it Goes
  • How to Stop the Sting of Retirement’s Out-of-Pocket Medical Bills. (Or at Least Reduce the Pain.)
  • My Encounters in the Wild with Long-Term Care Sales Agents
  • The Three Factors Affecting Your Long-Term Care Insurance Costs
  • How to Evaluate a Long-Term Care Policy. (Hint! Know These Three Things.)
  • Staring Down Your Long-Term Care Odds—Much Better News Than You Thought.
  • Getting Medicaid to (Maybe) Pay for Your Nursing Home Costs: The (Updated) Guide.
  • That Time a $2,000 Price Tag Cost Me $60K.

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