Retirement Watch – Baby Boomers Should Take a Look

In my Google travels looking for things to write about on my blog I came across the Retirement Watch web site. I found it when I typed in Avoid Large Losses in Retirement. The first stop was to review his book on Google Book Search. It’s called “The New Rules of Retirement“. Scrolling through the […]

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Blind Freddie could have told you 24.9 per Cent Returns are Not Sustainable

In an article by Annette Sampson in the Sydney Morning Herald a wealth manager has admitted that after four years of 24.9% returns on the Australian stock market it was not sustainable. (not sure why fund managers only reported a return of 16.7% to their clients 🙁 ) First it’s good to see these guys […]

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Jeffrey D. Voudrie – a Financial Planner with a Strategy

I came across a free report I got from Jeffrey D. Voudrie some time back called, “The Unvarnished Truth About Investment Advisors…And Why You Don’t Need One In Order To Manage Your Money Well”. He goes on to say it is, “A Straight-Forward Guide With The Information You MUST Know To Confidently Handle Your Retirement […]

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Increased Superannuation Contributions could cripple Our Kids financially in the short term

I just read a column in the Australian newspaper where it says the Government is considering increasing the compulsory superannuation contribution to 12% or even 15%. Nick Sherry Minister the “Super Minister” is not sold on the idea fully yet but I think he has it under consideration. There are major problems with the current […]

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Baby Boomer’s Email to Their Financial Planner August 2007

I emailed my financial planner in August of 2007 about my concerns for protecting my nest egg. Subsequent event show they were well-founded. Between the letter, this email and several other emails asking more and more questions to which I really didn’t get any answers I could rely on, I waited until the November 12th […]

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Mutual Funds Intimidate Baby Boomers and Investors

Many Mutual Funds are now seeing their total funds being reduced dramatically by stock market losses and investor redemptions. In order to stop the redemptions Mutual Funds try to intimidate Baby Boomers not to do anything to protect their nest eggs in retirement. I have taken some statements from the newspapers to make my points. […]

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Baby Boomers Should Filter Out Much of the Fund Management Advice

As I read more and more about the poor returns from the funds I also see more and more financial gurus rationalizing the losses on the funds and advising intelligent investors to hold on. Baby Boomers need to filter out some of these messages as they don’t apply to you. It runs something like this. […]

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Report on Visit to Rose Hill Retirement Expo

The Expo was well attended but many Baby Boomers were there to see the Winnebago campervans and visit the retirement village stands. I attended all the Financial Seminars which were not well attended at all. The seminars ran all day. Here is a quick run-down of the ones I liked the best along with some […]

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