Losing Your Nest Egg is All Your Fault – so there!

Over the Christmas break I have read several articles about the devastation to retirement funds caused by the credit crisis. In many cases the finger is pointed at the investor for not getting involved enough with their investments. They seem to imply that it is all your fault your investments are down the tubes. Had […]

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Fixing a Leaking Nest Egg is More Important than Chasing Returns

The wealth management industry focuses on returns. This is how they sell their funds. But Baby Boomers in retirement should ignore this noise and focus on costs. When in retirement and not adding to your nest egg any costs if not controlled can seriously deplete it. These costs primarily are Fees and Charges, Taxes, Inflations […]

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Baby Boomers – Is this the Holy Grail for Retirement Income?

The Pension Research Council stated that Investment Advice is misleading and can be potentially harmful to investors. This is in their report “An Analysis of Investment Advice to Retirement Participants. They also talk about escalating annuities that protect us against large losses. Could this be the Holy Grail for Retirement Income? At last I have […]

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Baby Boomers – Study says No Value in hiring a Financial Planner

Employing a Financial Planner to manage your Mutual Funds can result in poorer investment returns than if you had chosen the Mutual Funds yourself a recent study shows. This came from a detailed study written in October 2007, “Assessing the Costs and Benefits of Brokers in the Mutual Fund Industry” and written by Daniel Bergstresser […]

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