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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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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Separate Safe Investments from Risk-Based Investments

You need to separate your safe investments from your risk-based investments in retirement. This I learned from Greg Heiple of the Teeter Totter Principle. TTP is a simple method of helping you balance your safe investments like cash and fixed interest against your risk-based investments like equity mutual funds and stocks. Greg gives a very […]

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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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A Tale of a Baby Boomer’s Retirement Nest Egg

A Baby Boomer friend of mine has sent me his WRAP Account results through to June 2008. We both decided in November 2006 that we would hand our retirement nest eggs over to the “Professionals” so we could spend our time doing other things as we move into semi-retirement. Our retirement nest eggs were put […]

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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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Protect Your Nest Egg with the Teeter Totter Principle

The Teeter Totter Principle is all about using a “seesaw” to balance your Nest Egg’s cash and investments. Greg Heiple a financial planner, created the Teeter Totter Principle for managing your Retirement Nest Egg after seeing what happened to some of his clients in the 2000-2003 stock market down-turn. He gives an example of of […]

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