Reality Check – Update on my Friend’s Retirement Fund Real Returns

I first wrote a post on my friend’s WRAP account Mutual Fund Returns for June 2008. You can review the results at, “Are Your Retirement Fund Returns for 2008 as bad as this?“. He has just sent me an update of his WRAP Account as at this week. He got this information from his on […]

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How do I make sure that I do not outlive my saving?

The one big question asked by almost every baby boomer that has a nest egg is, ” Will my nest egg be enough to live on in my retirement?” This is one of the initial questions in Greg Heiple’s new Book BalanceZone Investing. Although he puts it another way. “How do I make sure that […]

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Wealth Managers Find New Ways to Avoid Large Loss of Funds

The Financial Planning industry has a problem. They want to avoid a large loss of money from their funds under management as Baby Boomers move into retirement and become risk averse, especially in this economic climate. I read with interest this weekend that in Australia where interest rates are as high as 8.25% on term […]

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