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Large-Cap, Mid-Cap, and Small-Cap Stocks: Does Your Nest-Egg Match Your Personality?

January 25, 2020 by Linda Vaughn

The takeaway:  large-cap, mid-cap, and small-cap stock funds in your nest-egg are ways to stem market losses and enhance market gains.  Just make sure that your personality matches the personality of these large-, mid-, and small-cap stocks before you buy.  $$$ Last month’s post was an affair by the numbers. We looked at 40 years … [Read more…]

Posted in: Basics: Money and Investing Tagged: Boomer retirement, diversification, large-cap stocks, mid-cap stocks, retirement, small-cap stocks

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 Tagged: Boomer encore, Boomer money management., boomer reinvention, Boomer retirement, money management, retirement

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

Inflation:  The Retiree’s Dream Crusher

September 14, 2016 by Linda Vaughn
Author's dad standing on white sandy beach with colorful sailboat parked on sand in background.

  My dad retired at 56.  Most would say that he’d taken all the right steps to secure his financial future.  He’d made a habit of spending less than he earned, owned a beautiful home outright, and had his money in nice “safe” vehicles, like Certificates of Deposit (CDs), money market accounts, and annuities.  His … [Read more…]

Posted in: Don't Outlive Your Money Series Tagged: inflation, investing, money management, retirement

Recent Posts

  • On a Personal Note…
  • Self-Insuring Your Long-Term Care. (Almost) Everything You Wanted to Know but Were Afraid to Ask.
  • 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
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  • 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.

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  • Book Reviews (13)
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  • Don't Outlive Your Money Series (15)
  • Drawing Down Your Nest-Egg (3)
  • Long-Term Care Series (14)

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