Dynamic Asset Allocation with Long-Term Market Timing to Manage Risk

Dynamic Asset Allocation means moving in and out of Assets or Sectors as each becomes stronger or weaker. In order to do that you need a long term market timing strategy. One Web site I have found that uses this strategy is Confident Investment Strategies The aim is to avoid large losses but at the […]

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Simple Strategy, Tactics and Rules for Managing a Nest Egg in Retirement

I thought it might be a good idea to summarize where I believe I am at with my own strategy for managing my nest egg in retirement. To me the hardest thing to do is to get your head around what you can do to take control and protect your nest egg in retirement. Unless […]

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Three Bucket Retirement Income Strategy Model #2

Here is my latest bates retirement income strategy model #2. You can check out retirement income strategy model #1 and compare them. As I learn more from my research I find the picture of what I need to do becomes clearer. So I have decided to revise my model and it is shown below. This […]

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Protecting Your Nest Egg in Retirement Restated

From some of the emails and comments I have been getting it is plain to me I need to redefine what my blog is about. This blog is all about how to protect your retirement nest egg if you have one when you are close to or actually in retirement. Rule #1 is avoid large […]

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Three Financial Planners worth considering for your Retirement Planning

We Baby Boomer need a list of Financial Planners who genuinely want to help us protect our Nest Egg in retirement, avoid large losses and make it last as long as we do. In my research on how to protect my nest egg in retirement I have come across three so far that I believe […]

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Baby Boomers – How to Handle Financial Uncertainty in Retirement

Baby Boomers face financial uncertainty in retirement because the main source of money stops or is considerably reduced. Not only does this affect our pocket it also affects us psychologically. Whether this is a positive or a negative depends on how we handle it. If we chose not to take control then we will be […]

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Baby Boomers – Living in Retirement vs. Surviving in Retirement

Hands up all those Baby Boomers who want to survive in retirement? I know I don’t. I want to live in retirement. That means not having to check our retirement nest egg every month to work out how much we can take to live on. I don’t intend spending up big, but I do want […]

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