Retirement

NAR Study Found Baby Boomers Face Uncertain Future

Posted by Sun on October 16, 2006 (0) Comment

A study report released today by National Association of Realtors found that a majority of the 78 million baby boomers, those born between 1946 and 1964, face uncertainties when it comes how to retire. The study was to find what kind of homes baby boomers will buy when they approach retirement. However, it also shows [...]

Popularity: 8% [?]

Categories : Personal finance, Real estate, Retirement Tags: No Tags

A 8-Step Course for Your Personal Finance from CNNMoney

Posted by Sun on October 12, 2006 (0) Comment

As we entered the last quarter of 2006, there are some articles recently offering advices on how to get your personal finance in order at the end of the year and be prepared for 2007. For me, there are at least three things I plan to do for our investments before year end:

Rebalance both taxable [...]

Popularity: 10% [?]

Categories : 401(k), Insurance, Personal finance, Retirement Tags: No Tags

Reminder: Free Financial Advice Tomorrow, October 6th

Posted by Sun on October 5, 2006 (0) Comment

This is just to remind you that tomorrow, October 6th, there will be another session (the last of two) of financial assistance on retirement planning, sponsored by Kiplinger's Personal Finance and NAPFA. The advice is free via the toll-free number (888) 919-2345.  
According to Kiplinger, more than 1300 people participated the first event on September [...]

Popularity: 5% [?]

Categories : Personal finance, Retirement Tags: No Tags

Moving Part of My Roth IRA to Vanguard

Posted by Sun on October 1, 2006 (4) Comment

Back in July, I learned from Scottrade, which holds my Roth IRA account, that one of my favorite Vanguard funds, Vanguard Wellington fund (VWELX), is closed to investors who invest in the fund through a brokage firm. I have been investing in the fund since 2001 and have no plan to give up my positions. [...]

Popularity: 16% [?]

Categories : Investing, Mutual fund, Personal finance, Retirement Tags: No Tags

Save now, Girls!

Posted by Sun on September 25, 2006 (0) Comment

I came across an article on SmartMoney.com the other day titled “The Girl’s Guide to Retirement,” and there are some interesting numbers in the article that caught my attention.

Popularity: 7% [?]

Popularity: 7% [?]

Categories : 401(k), Personal finance, Retirement Tags: No Tags