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Should You Downsize in Retirement?
One method for freeing home equity for other uses is to downsize your home as a part of moving. Downsizing could mean either moving to a smaller home, or moving into a similar-sized home in a less expensive community.
How Should I Spend My Money in Retirement?
The whole point of saving your money is to be able to use it in the future. You’ve spent decades saving for retirement, so you want to use the money in the most effective way possible.
How to Age in Place
Originally published at Forbes Another important consideration for housing decisions, whether you decide to stay
The Market Is Risky These Days, but Hasn’t It Always Been?
Lately people have been focusing on how the market has become more volatile. A lot of talking heads throw this out as if it were a proven fact and use it to justify whatever their call of the day happens to be. I decided to look at the numbers and see if the doomsayers are right.
I decided to look at the numbers and see if the doomsayers are right. And while what they’re saying is technically correct (the best kind of correct), we’re simply seeing a return to long-term averages.
Should I Stay or Should I Go? Housing Decisions in Retirement
A plan to meet housing needs is an important part of a retirement income strategy.
Maintaining Your Portfolio Is a Rebalancing Act
Markets bounce around, which means your portfolio will eventually look different than it did when you started. You’ll be taking the wrong amount of risk. We want to bring your portfolio back to where it should be through a process we call “rebalancing.”
What Happens After the Market Drops?
Staying disciplined and avoiding market timing are two of the best investing tips we could give whether the market is up or down, but what happens after the market drops?
Coverage Options for Long-Term Care Insurance Policies, Pt. 2
It is important to consider which expenses qualify for benefits.
Disciplined Investors Don’t Rely on Market Predictions
Authors Note: This article was originally published towards the end of January 2016. To put
Coverage Options for Long-Term Care Insurance Policies, Pt. 1
Both traditional and newer hybrid insurance policies carry a number of parameters and options to consider.
A Vanishing Value Premium?
Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented.
Can You Time the Market?
Over the long term, market returns need to be captured efficiently and consistently. Trying to guess when they occur is an impossibility that leads to the underperformance stated above. How difficult is it to time the market? Let’s look.
