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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

“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

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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Recent Posts

  • Beware the Seduction of Equity Indexed Annuities!
  • Book Review: The Psychology of Money. (Hint: It’s All About Your Soft Skills!)
  • Immediate and Longevity Annuities: The Cheapest Way to Buy Income for Life — Everything You Ever Wanted to Know
  • Annuity Bankruptcy: Don’t Fund Your Retirement with an Annuity Headed for Bankruptcy (Like I Did)! Three Must-Do Actions.
  • Making the Most of Your Money: Book Review
  • Lose Your Bad Annuity Without Losing Your Shirt. (Maybe)
  • Annuities: Eleven Critical Questions to Ask Before You Buy (Or Even After You Own)
  • Deliberate Purposeful Practice Wins the Day: Not Talent! Book Review.
  • Beware Sequence of Returns Risk!

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