On Retirement

December 2012


How One Man Retired in Paradise

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Six years ago, Mike Sager was a stockbroker in California with a dream about how retirement could be. He set out to find his own piece of paradise south of the border. “Little did I know at the time that I'd end up this far south,” he says.

Sager’s search led him up and down the Americas, and ...

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TAGS:
retirement
Ecuador

Pay it Forward in Retirement

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Paying it forward generally means the beneficiary of a good deed repays it to others instead of to the original benefactor. The idea has become quite popular as we search for ways to help both those we love and those in need. Doing something for another free of charge or obligation, just because it ...

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TAGS:
retirement
aging

7 Things to Do in December

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The year is rapidly coming to a close. Most of us are ready for celebrations and vacation, but there are still a few things that we should do before the year is over. Time may be short as you complete your holiday planning, but your retirement needs some attention too. Check out this list of things ...

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TAGS:
retirement
investing
401(k)s
IRAs

Why Modern Portfolio Theory Still Works

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I take my role as an adviser to my clients very seriously. My sense of responsibility is heightened by the fact that my books and blogs are widely read. I receive thousands of inquiries from readers all over the world. Many of them rely on my views, even though they are not personal clients.

So, you ...

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TAGS:
retirement
investing

Are You a Patsy for Wall Street?

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There's an old canard about poker: If you look around the poker table and you don't see the patsy, then you are the patsy.

In case you don't know what a patsy is, it's a person who is easily manipulated or victimized. A chump. A mug. A sucker. The word is believed to be derived from the Italian

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TAGS:
investing
retirement

5 Reasons to Avoid a Reverse Mortgage

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One of the retirement planning resources that has gained interest in recent years is the reverse mortgage. For many retirees, it seems like a solid idea. You get access to the equity in your home, and the bank makes a mortgage payment to you. It turns your home into a source of income.

It’s a nice ...

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TAGS:
investing
mortgages
retirement