Tag Archives | Wall Street Journal
wall street journal feb 2019

Quote Of The Week: Why Tapping Your Nest Egg May Require Expert Help

“Tapping a nest egg is among the most important and difficult tasks we all face in retirement. Simply put, your money needs to last as long as you do. Yes, there are tools that can help do-it-yourselfers. … But I would argue that this is one place where a good adviser is invaluable.” Glenn Ruffenach, […]

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Illustration by Chris Gash - Wall Street Journal

Should You Pay Off The Mortgage?

Thoughtful article by financial journalist Robyn A. Friedman on whether it makes sense to pay off the mortgage as you approach retirement. Debt-free peace of mind Many of our clients have paid off their mortgage entirely, usually because they wanted the peace of mind of being debt-free. When we sit down to review their retirement […]

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Quote Of The Week: Becoming A Caregiver, 30 Years Earlier Than Expected

“There comes a point in time where everyone has to care for a parent. It just happened 30 years sooner than I ever anticipated it.” Interview with Adrienne Glusman, who became her mother’s caregiver at age 29, as interviewed by  Clare Ansberry, “The Call to Care for Aging Parents Comes Sooner Now,” The Wall Street […]

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Behind The Curve On Saving For Retirement? Here’s A Simple Fix

Many people don’t start saving for retirement until they hit their 40s and 50s. That can make it tough to get back on track. So here’s a simple fix. If it’s hard for you to get more money into your retirement accounts, consider pushing back your retirement date instead. Recent research detailed in today’s Wall Street […]

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What Every Woman Truly Fears: The Bag Lady Syndrome

Women want to plan for their financial future, but what they often see in the years ahead frightens them. The math is simple. Women tend to live longer than men. And living longer carries a hefty price tag. We have an unmarried client just entering her 70s. She has well over a million dollars saved […]

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Like “Swimming With Sharks”: Local Investors Fall For Another Alleged Billion-Dollar Ponzi Scheme

Just when you thought it was safe to go back in the water. Imagine you’re a conservative investor looking for “safe, secure returns.” What could be better than “low-risk investments with a high yield?” Or maybe you’re trying to educate yourself about money so you can enjoy a secure retirement and stay far, far away […]

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It’s Baaack: Volatility Returns. How To Keep Your Cool When Markets Act Crazy

Hope you weren’t getting too used to those quiet, calm investment markets that went nowhere but up, ’cause those days are definitely behind us. The past few weeks have seen tumultuous plunges and then sudden recoveries in the market, with the S&P 500 registering its first quarterly loss since 2015. In fact, there have been […]

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The Kids Are Alright: Waves Of Millennials Buy Their First Homes

They’ve definitely moved out of the basement. U.S. homeownership rates rose last year for the first time in 13 years, driven by young buyers purchasing their first homes. All the hand-wringing about millennials living in the basement and never being able to buy their own home has proved to be unfounded. The largest demographic group […]

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Too Big? Too Small? How To Find The House That’s Just Right

In the market for a new home? How do you know what size home is right for you? Too small, and you have to worry about feeling cramped and out-growing your new digs too quickly. Too big, and you’ll be  paying for space you don’t need, not to mention feeling lost in a maze of […]

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Is Too Much Tech Putting Your Index Funds In Peril?

It’s happening again. If you’ve been investing long enough, you’ll remember that stock index funds loaded up with tech stocks just before the 1999 tech wreck, and piled on an extra helping of bank and financial stocks in advance of the 2008 financial meltdown. Market-weighted index funds are popular with investors, but they have an […]

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