Who Controls Your Retirement Nest Egg?

Do You Control Your Retirement Nest Egg? Most people I know have no idea what is really happening to their Retirement Nest Egg. They have even less idea of where their money is. It could be investing in things they would never approve of. It could be used by their fund managers to trade and […]

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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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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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Baby Boomer Innocence is No Excuse

I much appreciate a comment I received on my Post about Apathy of Baby Boomers to take control of their nest eggs. I do believe there is a lot of truth in the comment that Baby Boomers are innocent when it comes to their retirement nest egg. But I contend this is unacceptable in an […]

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Is there Baby Boomer Apathy over their Retirement Nest Egg?

It’s seems there is deep seated apathy in Baby Boomers over their retirement nest eggs. Despite all the posts I have written on this blog there seems very little concern out there or at least any that is being expressed. This seems to be the only rational explanation. Every day there are new headlines about: […]

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Mutual Fund Loads, Fees, Charges and Hidden Costs

I may not have got all Mutual Fund fees and charges but you should be horrified by the list of the ones I have found. The Mutual Fund industry has found many ways to part you from your money with their loads, fees, charges and hidden costs. They do this slowly with small percentages over […]

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Capitulation is Not an Option in Retirement

Well it happened, the S&P 500 is officially is down over 20% and that means a technical recession is occurring. What does it mean to you with your retirement funds taking a serious hit? One thing it doesn’t mean is that you should capitulate and sell all your equity funds and rush to cash. On […]

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Aussie Baby Boomers – This Blog is for you too

Hello to all the Baby Boomers in Australia that have visited this blog today. I hope you find it informative and useful. You probably got here after reading Annette Sampson’s article in the Money section of the Sydney Morning Herald. Please take the time to read the About Me so you may know more about […]

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