Retired Investor Articles

Allocating for Final Goals

July 2012 by Charles Rotblut
Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings. Read more »

Retired Investor: Getting Through Difficult Markets

November 2011 by Julie Jason
Having a goal-oriented skill set can help you cope with turbulent markets and move toward a secure retirement. Read more »

Aging’s Adverse Impact on Decision Making

July 2011 by Charles Rotblut
Declines in cognitive capacities can hurt your ability to effectively manage your finances. Read more »

Limiting Required Minimum Distribution Costs

May 2011 by Charles Rotblut
Use retirement account income and transactions to lower the cost of freeing up cash for required minimum distributions. Read more »