Retirement Catch-22 for Baby Boomers

Although this is an American report it is probably no less valid in most countries where Baby Boomers have to manage their own retirement nest egg. Baby Boomers are caught in a Retirement Catch-22 between their retirement expectations and their retirement preparedness. The Report “Baby Boomers and Retirement: A Generations Catch-22” is the results of […]

Read the rest »

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 […]

Read the rest »

Protect Your Nest Egg Advice is Universal

It really doesn’t matter what country you belong to. If you have a retirement nest egg and you are in retirement then it is still subject to the same dangers whether you are in the USA, Australia, Europe or Asia. Protecting your nest egg is universal. Buy and Hold will cause you the same anxiety […]

Read the rest »

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 […]

Read the rest »

Who Can We Trust with Our Nest Egg in Retirement?

The question we should ask now is, “who can we trust with our nest egg in retirement?” Note I said “Nest Egg in Retirement” NOT “Retirement Nest Egg”. The real danger is when we are in retirement. Trust is more important than safety, safety more important that risk and risk more important that reward in […]

Read the rest »

The Perfect Financial Planner for me

What is the perfect financial planner for a Baby Boomer? I thought I might put some thoughts down and let my subscribers comment on it. Together we might come up with the perfect financial planner for us all. We might also get the wealth management industry to sit up and take notice. We will be […]

Read the rest »

Subprime Mortgage Market – The tip of the iceberg

Is the subprime mortgage market just the tip of an iceberg? Well according to an 23 page report written by Daniel R. Amerman CFA and available on his web site “The Secret Power Within Your Mortgage“, it is. Please spend some time on his site it is excellent. So how does this affect Baby Boomers […]

Read the rest »

Baby Boomers – Go wherever the good financial planners are

Good financial planners are hard to find. I define a good financial planner as one who is working to protect your nest egg in retirement and avoid large losses. They are people who actively manage your nest egg and know how important it is to preserve your capital so it can earn money for you […]

Read the rest »