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Are You Financially Ready to Retire?

Sun, 21 Jan 2018 10:00:00 -0500

While retirement readiness has many non-financial components to it, here's how you can know if you're financially ready to retire:


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Do Not Invest In An Equity-Indexed Annuity

Sat, 20 Jan 2018 14:12:00 -0500

An advisors recent experiences with clients in Equity-Indexed Annuity (EIA) products, and why more regulation may be needed for an industry so lacking in self-policing bad firms and agents.


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Uniti Group Could Be A Home Run, But Consider The Risks

Sat, 20 Jan 2018 07:00:00 -0500

Remember to always maintain adequate diversification and that simply means, do NOT put all of your eggs in one basket. Slow and steady always wins the race.


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What Medicaid's Work Requirement Means For Seniors, People With Disabilities, And Their Caregivers

Fri, 19 Jan 2018 09:45:00 -0500

Medicaid's work requirement could hit family caregivers and people with disabilities.


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IRS Sets Final 2018 Deadline For Roth Conversion Do-Overs

Fri, 19 Jan 2018 09:37:00 -0500

The IRS issues a taxpayer-friendly answer to a question dogging taxpayers who did Roth IRA conversions in 2017.


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Trump Administration Requests $0 In Funding For Consumer Protection Agency

Fri, 19 Jan 2018 08:31:00 -0500

Acting CFPB Director Mick Mulvaney requests $0 in quarterly funding.


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Ask Larry: ​​What Will My Widow's Benefit Be At Age 64?

Fri, 19 Jan 2018 08:00:00 -0500

Today’s column addresses early widow's benefits, when spousal benefits become available, the Bipartisan Budget Act of 2015, how married couples can sequence benefits and whether to file and suspend.


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These ETF 'Pairs' Have A Story To Tell About Market Risk (And Reward)

Wed, 17 Jan 2018 12:13:00 -0500

I will highlight here are some ETFs that, through their returns and return patterns last year, tell us a lot about market sentiment and possibly where some extremely overvalued and undervalued market areas lie. You see, market sectors often move from one extreme to the other over time.


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Why We Fight Over Money So Much, And How To Stop

Wed, 17 Jan 2018 09:45:00 -0500

It’s been 17 years since David Bach published “Smart Couples Finish Rich.” But when it comes to money, we're still having the same fights. Bach, who has a new update to his book, explains why that is and what couples can do to get on the same page financially and create a future they'll both enjoy.


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Ask Larry: ​​​​​​Is My Friend Right About Delayed Retirement Credits?

Wed, 17 Jan 2018 09:27:00 -0500

Today’s column speaks to the wisdom of taking friends' pronouncements about Social Security with large grains of salt, the ability to still suspend a benefit, potential effects of public pensions and delaying retirement benefits after taking widow(er)'s benefits early.


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10 Colleges That Pay You Back Big

Wed, 17 Jan 2018 09:12:00 -0500

Some colleges will pay you back big time. Here are the top 10.


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How To Automate Your Finances In 5 Easy Steps

Wed, 17 Jan 2018 07:00:00 -0500

Finances have a way of getting increasingly complicated in all stages of life, but putting your finances on autopilot can simplify things. A good system directs dollars to the things that matter most and keeps you on track for reaching your goals. Use these 5 easy steps to automate your finances.


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The Trinity Study And Portfolio Success Rates (Updated To 2018)

Tue, 16 Jan 2018 16:46:00 -0500

Another of the classic Bengen studies is the “Trinity study,” where the emphasis shifts away from his previous SAFEMAX (highest withdrawal rate possible in worst-case scenario) toward the idea of “portfolio success rates.” Unfortunately the meaning of these success rates is widely misinterpreted.


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The Best Way To Spend Money Safely In Retirement

Tue, 16 Jan 2018 13:20:00 -0500

The Stanford Center on Longevity and Society of Actuaries ran many computations to come up with their spend safely in retirement strategy.


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How To Get The Biggest Tax Break When You Sell Your Home

Tue, 16 Jan 2018 12:16:00 -0500

If you’re selling your home, odds are you’ll incur a hefty tax bill. Here’s how to lessen the tax bite on the profit from your biggest financial asset.


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Millennials, Engage With Your Money

Tue, 16 Jan 2018 10:47:00 -0500

Millennials – people born 1981-2001 – are a force to be reckoned with. The roles the Millennial generation now play as consumers, workers, educators and future leaders is what makes this group so interesting.


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Financial Sinkhole States In The Trump Tax Era

Tue, 16 Jan 2018 10:39:00 -0500

What damage will the loss of a deduction do to blue states with stiff taxes?


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Need A 401(k) Loan? It Just Got Less Dangerous

Tue, 16 Jan 2018 08:45:00 -0500

The new tax law liberalizes 401(k) loan repayment rules, making it safer for workers to take loans from their workplace retirement accounts.


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Put REITs In Retirement

Mon, 15 Jan 2018 07:00:00 -0500

It’s the fear of losing money that is oftentimes the culprit that detracts from a quality lifestyle. For most investors, retirement satisfaction is positively correlated with income, net worth, and health.


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The ABCs Of Inherited IRAs

Sun, 14 Jan 2018 08:00:00 -0500

A financial planner lays out the tax rules about inherited IRAs to help you avoid owing extra taxes or penalties if you receive one.


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Why 2018 Might Be A Good Year For Stocks

Fri, 12 Jan 2018 11:20:00 -0500

The market looks healthy as we move into 2018, but with such a long bull run, remember that a sell-off could come at any time


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Ask Larry: ​​Are Spousal Benefits Really Still Available?

Fri, 12 Jan 2018 09:50:00 -0500

Today’s column addresses who might or might not still be able to get spousal benefits, whether an ex can file on your record and potential options for the cash strapped.


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4 Questions Advisors Better Be Ready To Answer In 2018

Fri, 12 Jan 2018 09:44:00 -0500

From the rise of Bitcoin, to helping clients who were affected by devastating floods and fires, financial advisors dealt with number of topics they possibly didn’t see coming. As we begin 2018, what major topics should financial advisors be ready to discuss with clients?


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Should Your Retirement Include Work?

Fri, 12 Jan 2018 08:00:00 -0500

Regardless of whether work is necessary in retirement for financial reasons, it should be enjoyable in order to contribute to positive well-being.


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If You Resolve To Save More In 2018, Automate

Fri, 12 Jan 2018 06:00:00 -0500

How's your New Year’s resolution going? Follow this simple tip to make real changes and prepare better for retirement.


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Welcome To Life's Next Chapter: Stage X

Thu, 11 Jan 2018 12:25:00 -0500

The former president of Encore.org says the name for the part of life between middle age and old age could be Stage X. She also mentions other contenders.


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How To Profit From The New Fed Chair

Thu, 11 Jan 2018 08:23:00 -0500

The REIT bears have gone too far this time.


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Giving Family Caregivers A Seat At The Policy Table

Wed, 10 Jan 2018 11:22:00 -0500

Congress has passed a bipartisan bill that gives family caregivers a seat at the policy table.


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How Much Of Your Savings Can You Spend Each Year In Retirement? The Answer, Updated for 2018

Wed, 10 Jan 2018 11:01:00 -0500

William Bengen’s seminal study in the October 1994 Journal of Financial Planning, “Determining Withdrawal Rates Using Historical Data,” helped usher in the modern area of retirement withdrawal rate research, or plainly translated planning how much you should be spending in retirement.


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Ask Larry: Can I Get A Lump Sum Payment?

Wed, 10 Jan 2018 09:37:00 -0500

Today’s column address the availability of lump sum payments, the availability of spousal benefits, divorced spousal benefits before retirement benefits and whether there is a lifetime limit to benefits.


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3 Steps To Earn The Same Returns With Less Risk

Tue, 9 Jan 2018 14:56:00 -0500

Pay attention to fees and taxes. By focusing on what you make and how to protect it, you can enhance your returns.


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They Won The $1 Billion Jackpot - Here's What's Next

Tue, 9 Jan 2018 08:32:00 -0500

What would you do if you won $1 billion? Here are your next best steps.


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Have The People Taking Care Of You Been Vaccinated? A New Poll Finds Most People Want Them To Be

Mon, 8 Jan 2018 17:21:00 -0500

During one of the most potent outbreaks in recent history of influenza in the United States, a new poll finds most people want their caregivers to be protected against the disease. And it could make all the difference in who they chose to take care of them.


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Why Louisville Is Becoming America's Aging Capital

Mon, 8 Jan 2018 13:47:00 -0500

Louisville is turning into a capital for aging care, with collaboration from the mayor, major businesses, nonprofits and others.


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How To Prevent Inertia From Damaging Your Investment Returns

Mon, 8 Jan 2018 13:33:00 -0500

Inertia is a powerful force in investing. But staying with what you did before might be ruinous in the long term. Here’s how to re-orient your investment thinking.


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Ask Larry: ​​​​​​Can My Husband Get Spousal Benefits If I Continue Working?

Mon, 8 Jan 2018 10:33:00 -0500

Today’s column addresses the effect of the earnings test on the availability of spousal benefits, when to apply for widow(er)'s benefits, spousal benefits and public pensions, potential optimal filing times for a married couple and the availability of divorced spousal benefits.


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Dogecoin Explodes To $2 Billion, Reaches All-Time High

Mon, 8 Jan 2018 10:26:00 -0500

This Bitcoin alternative is now worth $2 billion - and has doubled its value in 2 weeks.


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5 Student Loans Resolutions For 2018

Mon, 8 Jan 2018 09:44:00 -0500

Make 2018 the year you ace your student loans.


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How Buffett Won His $1 Million Bet

Mon, 8 Jan 2018 09:03:00 -0500

Warren Buffett bet $1 million on a boring investment technique. Here's how he won his bet.


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Five Retirement Housekeeping Moves For The New Year

Mon, 8 Jan 2018 08:47:00 -0500

Do yourself and your family a favor. Update your retirement documents now.


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4 Popular Blue Chip Dividend Stocks To Sell Now

Mon, 8 Jan 2018 08:39:00 -0500

Tax reform has been signed into law, giving the market a booster shot as we kick off 2018 ... but not every blue chip will rise with the market


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Quit Your Job And Move Abroad: The Cheapest Places To Live In 2018

Mon, 8 Jan 2018 06:00:00 -0500

Here's a list of the 10 best places in the world where you can move in 2018 and live on the cheap.


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You Can Greatly Increase Gifts To Kids -- But Should You?

Fri, 5 Jan 2018 13:22:00 -0500

With the passage of the Tax Cuts and Jobs Act, the lifetime gift tax exemption has doubled, Rob discusses why the decision to pass assets via current gifts is a difficult decision that should be made both deliberately and thoughtfully.


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Ask Larry: Will Filing And Suspending Now Allow Spousal Benefits For My Wife?

Fri, 5 Jan 2018 09:26:00 -0500

Today’s column takes up filing and suspending, how benefits for spouses can be sequenced, early retirement benefits before a widow(er)'s benefit, filing early and eligibility for filing a restricted application.


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Dow 25,000 -- How Should Investors React?

Fri, 5 Jan 2018 07:34:00 -0500

The Dow just passed 25,000. This new record has investors both excited and terrified. Here's why long-term investors should ignore it.


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How To Make Good Financial Decisions A Lifelong Habit

Thu, 4 Jan 2018 13:27:00 -0500

Carlos Garcia is on a mission to help you create better habits with your money. His company, Finhabits, was designed to make saving for retirement as simple as possible.


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Tax Reform Changes To Recharacterizations And Roth IRA 2018 Contribution Limits

Thu, 4 Jan 2018 09:19:00 -0500

Tax reform is here and the changes are being felt with Roth IRAs. Lower tax rates could mean increased benefits of Roth tax savings but a popular strategy, recharacterization, that encouraged Roth savings by allowing taxpayers to undo a Roth conversion is no longer available under the new tax laws.


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Annuities Explained (In Plain English)

Thu, 4 Jan 2018 09:00:00 -0500

When you think about building your retirement plan, think of it as similar to building your dream home. The plan needs to be well thought out, solid and strong, because it is going to have to last for the rest of your life.


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International Living's Top 10 Places To Retire Abroad In 2018

Wed, 3 Jan 2018 15:39:00 -0500

Here are descriptions of the Top 10 places to retire abroad in the new International Living global ranking.


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What Do We Call Aging Baby Boomers?

Wed, 3 Jan 2018 15:04:00 -0500

What should we call an old person? How about a perennial?


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Best Places To Retire Abroad In 2018: What 2 Rankings Say

Wed, 3 Jan 2018 13:51:00 -0500

International Living and Live and Invest Overseas are out with their best places to retire abroad lists for 2018. Here are their top picks and why.


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5 Lingering Threats To Investor Wealth In 2018

Wed, 3 Jan 2018 12:07:00 -0500

I start each new year by making a list of key items for investors (myself included) to pay careful attention to in the coming year. I also look back honestly at how the previous year’s key items for investors worked out.


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Best Dividend Stock For Retirement Income In 2018

Wed, 3 Jan 2018 11:45:00 -0500

List of top dividend stocks for retirement income in 2018


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Ask Larry: Can I Suspend At 68 After Filing At 66?

Wed, 3 Jan 2018 09:04:00 -0500

Today’s column explores suspending after years of collecting a retirement benefit, the availability of benefit estimates from SSA, the advisability of waiting to file, benefits potentially available based on a spouse's record and options if a former employer didn't withhold SSA taxes from your pay.


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MACRA Legislation To Increase Medicare Premiums Yet Again For High-Income Earners

Wed, 3 Jan 2018 09:00:00 -0500

High-income earners have been paying more for Parts B and D since 2007. Now, however, the changes mandated under the Medicare Access and Chip Reauthorization Act of 2015will make some Medicare beneficiaries pay higher premiums at lower income levels than before.


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Can The DOL's Fiduciary Rule Protect Retirement Investors?

Wed, 3 Jan 2018 08:00:00 -0500

Ultimately, investors should be cautious when working with a financial professional and fully understand the standard (fiduciary or suitability) that the professional is operating under.


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The January Talk Every Family Should Have

Wed, 3 Jan 2018 07:00:00 -0500

Every family needs to talk about long-term care, although few do. Here are three talking points to get you started.


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The 8 'Dogs Of The Dow' Selections For 2018

Tue, 2 Jan 2018 16:04:00 -0500

Here's how to trade the “Dogs of the Dow” for 2018, which has two new members.


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The Biggest Economic Threat In 2018: Quantitative Tightening

Tue, 2 Jan 2018 14:55:00 -0500

In 2018, there will be almost $1 trillion less global QE than in 2017. What does that mean?


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Middle Market M&A -- Selling A Company? What's My Company Worth? Part 6

Tue, 2 Jan 2018 09:41:00 -0500

Selling a company? There are things that you can do to enhance the sale value of your firm but your buyer is also looking to capture value. When prepping your business for sale, you'll need to weigh this concept and prioritize what you work on.



A Tech Trio And 7 Other Cheap Stocks Worth Considering

Tue, 2 Jan 2018 09:38:00 -0500

A yearly selection of ten low P/E stocks has returned an average of 15.7% per year for 19 years. Here are this year's choices.


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Five Steps To Play Retirement Catch-Up

Tue, 2 Jan 2018 09:14:00 -0500

In your 50s? It’s time to put retirement savings first.


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Turning Risk Into Profit

Mon, 1 Jan 2018 17:39:00 -0500

Risk calculation is the real skill at BlackRock—and at these four smaller companies.


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2018 GOP-Led Tax And Spending Debate Will Be Even Worse Than Last Year

Mon, 1 Jan 2018 07:00:00 -0500

This year's spending and tax debate is going to be worse than last year's, and 2017 was an absolute slum of a year as far as the federal budget is concerned.


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The Woebot Sessions: An AI Therapist Tackles My Money Worries

Sun, 31 Dec 2017 21:46:00 -0500

Could an AI chatbot help alleviate money stress and worries? I turned to Woebot, the brainchild of Alison Darcy, to find out.


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Meet The Woman Behind Woebot, The AI Therapist

Sun, 31 Dec 2017 17:12:00 -0500

The former Stanford University clinical research psychologist and her team developed the aptly named Woebot to help address problems ranging from depression to addiction and loneliness—and maybe even alleviating financial anxiety.


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Will You Be Shocked By Retirement?

Sun, 31 Dec 2017 09:16:00 -0500

What an old black and white TV set can teach you about retirement


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5 Surprising Buys For A Safe 55.8% Dividend Yield

Sun, 31 Dec 2017 09:04:00 -0500

If you’d invested in the average S&P 500 stock back in 1970, you’d be yielding 55.8% on your original buy today. Think about that: 55.8% is more than half of what you originally invested—returned to your pocket every year in dividend checks!


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A Philosopher's Advice For Managing Midlife

Sun, 31 Dec 2017 08:00:00 -0500

Kieran Setiya, author of 'Midlife: A Philosophical Guide,' offers keen insights and strategies for thriving through middle age.


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Get Inspired: These 8 People Made (And Kept) Their Financial Resolutions

Sat, 30 Dec 2017 09:15:00 -0500

About one in four people plan to make a financial resolution for 2018. Here are a handful of success stories to get you started on yours.


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Three Things That Might Ruin Your Retirement Plans In 2018

Fri, 29 Dec 2017 15:31:00 -0500

the big pullback could be coming in 2018. Here's what it might look like


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To Manage Your Money Better, Think Like A Golfer

Fri, 29 Dec 2017 13:08:00 -0500

Financial planner, author and avid golfer Altair Gobo explains what golf can teach us about managing our money and investing wisely.


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5 REITs Paying Over 5%

Fri, 29 Dec 2017 10:38:00 -0500

The concept of REIT investing is unique because unlike an ordinary C-Corp. that is not required to pay dividends, Real Estate Investment Trusts (or REITs) are obligated by law to payout at least 90% of their Taxable Income (most payout close to 100%).


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Five Steps To Prepare For Your First Financial Advisor Meeting

Fri, 29 Dec 2017 09:54:00 -0500

When choosing a financial advisor, most offer a free initial consultation. Here are four tips to maximize your time with the advisor, ultimately leading you to choose the right one.


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The Most Important Year-end Talk You Should Have About Elder Care

Fri, 29 Dec 2017 07:00:00 -0500

It's always a good time to have a family discussion on elder care. Here are the most important talking points.


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8 Posts About Your Money You Should Read By The End Of The Year

Thu, 28 Dec 2017 18:11:00 -0500

Certain posts are popular for a reason, they resonate with people. In this article, I share eight posts readers found valuable in 2017.


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For 2018, Palm Springs Is Brand New All Over Again--Again

Thu, 28 Dec 2017 11:34:00 -0500

With new hotels, restaurants and shopping, Palm Springs is making yet another comeback.


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I'd Rather Own These Than Bitcoin

Wed, 27 Dec 2017 10:50:00 -0500

Crypto-currencies are all over the news, and being shoved into investors’ faces like .com stocks two decades ago. At the risk of making a really poor pun, these speculators are partying like its 1999. Good for them. But I am not buying it, literally.


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What Has Your 401(k) Plan Advisor Done For You Lately?

Wed, 27 Dec 2017 09:00:00 -0500

You wouldn’t have a heart surgeon operate on your knee, so why would you have an advisor without deep knowledge of 401(k)s take care of your plan?


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Physicians Realty Is Poised To Profit

Tue, 26 Dec 2017 13:54:00 -0500

Physicians Realty is now trading at a wider margin of safety – shares now yield over 5% - and I consider the valuation attractive.


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10 Dividend Stocks Set To Raise Payouts Next Month

Mon, 25 Dec 2017 12:48:00 -0500

I have a list of traditional companies and real estate investment trusts (REITs) that should up the ante, if history is any indication.


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All I Want For Christmas Are A Few Good REITs

Sun, 24 Dec 2017 11:37:00 -0500

Dividend paying stocks provide their shareholders with two return components: growth in capital and income. Many investors do not see it this way, as they tend to think of the dividend providing them their total return.


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A Dividend Aristocrat Strategy For 27.4% Yearly Returns

Sun, 24 Dec 2017 08:15:00 -0500

Unfortunately most investors misapply Buffett’s lessons. They “live in the past” and fixate on dividend track records rather than a payout’s forward prospects.


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Tax Reform Is Here: 4 Moves To Make By End of 2017

Sat, 23 Dec 2017 10:48:00 -0500

With tax reform signed into law, there is little time to wait to make some money moves to save you money for next year. Take a look at 4 tax moves you can still make by the end of 2017.


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In The Coming Debate Over Medicare, Remember How Much Seniors Pay

Fri, 22 Dec 2017 12:57:00 -0500

Seniors are paying more out-of-pocket for Medicare. Keep that in mind when you hear Paul Ryan call for cuts in the program.



Port Talbot Steelworkers' Pensions The 'Grenfell' Of South Wales After Financial Vultures Swoop

Fri, 22 Dec 2017 12:48:00 -0500

A pensions scandal involving Port Talbot steelworkers’ defined benefit schemes that has been described as akin to the “Grenfell Towers” of South Wales by a campaign group, which lobbies the finance industry. It comes after some IFAs and pension providers appear to have behaved in predatory manner.


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Ask Larry: ​​Can My Wife File A Restricted Application?

Fri, 22 Dec 2017 10:46:00 -0500

Today’s column covers restricted applications, the effect of continued earnings on benefits for children of a widow, checking on claim status, benefits available after divorce and the effects of a spouse's public pension. Happy Holidays, everyone!


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Where Not To Die In 2018

Thu, 21 Dec 2017 15:00:00 -0500

The GOP Tax Bill lessens state estate tax bites: the $11.2 million exemption.


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The Pension Mistake 40% Of Us Are Making

Thu, 21 Dec 2017 14:57:00 -0500

Fancy kicking back and enjoying the good life in retirement? Well, your chances of doing so will be significantly reduced if you're making this simple mistake.


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3 Reasons Retirement Calculators Are Wrong, And Why You Should Use Them Anyway

Thu, 21 Dec 2017 09:00:00 -0500

Retirement calculators are an easy way to plan for retirement, but have major limitations. If not used correctly, they can lead you astray in your retirement planning.


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Final Tax Bill Includes Huge Estate Tax Win For The Rich: The $22.4 Million Exemption

Thu, 21 Dec 2017 08:46:00 -0500

The tax bill offers enormous estate planning opportunities for the rich.


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4 Reasons To Start Using A Roth IRA In 2018

Thu, 21 Dec 2017 06:52:00 -0500

Roth IRAs are underutilized as savings vehicles today. Offering tax free retirement income, avoidance of required minimum distributions, and withdrawal flexibility, Roth IRAs should be used as an additional savings vehicle to 401(k)s and traditional IRAs.


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Good Riddance To The Tax Trade That Caused Billionaires To Lose Billions

Wed, 20 Dec 2017 18:26:00 -0500

President Trump's tax win may radically change corporate behavior. It also may help Wall Street's billionaire investors avoid making stupid mistakes.


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A Year In Berkshire Hathaway's Financial Stocks

Wed, 20 Dec 2017 17:36:00 -0500

An eventful year in Buffett's favorite sector


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