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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

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 anyway.  … [Read more…]

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

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
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