Articles: Retirement

One of our primary focuses is helping people who are in retirement or are planning their retirement. Create your retirement plans by using the collection of retirement-related articles below.



Getting retirement right: A tale of two investors
User Rating: / 18
September 28, 2002
In this article, Paul Merriman describes two of our clients who are retired. One has done just about everything right, while the other has made so many mistakes that his life is more difficult than it needs to be. Paul paints a pair of vivid word pictures that show what works – and what doesn’t.

Rewarding Lifestyles: Retirement is more than money
User Rating: / 35
March 28, 2000

Alaska Airlines CoverFrom the February 2000 issue of the Alaska Airlines Magazine

More people feel confident about retirement now than ever before, largely because of the spectacular performance of the U.S. stock market over the past five years. And many folks wish for an "early" retirement before the traditional age of 65.

How to add $100,000 to your retirement
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March 07, 1999
In this article, you’ll find lots of ways you can add dollars to your retirement savings. But Paul Merriman also shows that if you want to be among the relatively few people who are truly affluent, you’ll probably have to adopt some new attitudes and habits. 

Staying solvent: Making your retirement money last a lifetime
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April 09, 2002

Most retirees have to shift gears in the way they think and invest. When you retire, the habits and attitudes that may have helped you accumulate what you believe is enough money for the rest of your life can suddenly threaten your financial future.

How smart people do retirement (Alaska Airlines)
User Rating: / 5
February 22, 2000
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From the February 2000 issue of the Alaska Airlines Magazine.
Worrying about investments is very low on the list of things people want to do when they retire. Ideally, retirees should be able to meet their income needs without eroding their principal, and that principal should have an opportunity to grow, at least in the good years. For some time I have been mildly obsessed with finding the very best combination of assets to achieve those results for retired investors. And I’ve found a combination that’s pretty hard to beat. From 1970 through 1999, it provided a compound return of more than 12 percent, at less than half the risk of the Standard & Poor's 500 Index.

Market timing: a retiree's friend
User Rating: / 8
July 07, 2000

This topic is one some people might want to avoid: the unpleasant possibility that a retired investor could someday run out of money.

Retirement income that never runs out
User Rating: / 20
May 17, 2000

Every retired investor I’ve ever talked to has experienced moments of doubt about the future. Will I last longer than my money? Will I be OK even if inflation heats up and the market cools down?

A perfect retirement in 10 easy steps
User Rating: / 19
April 16, 2003
The end goal for most investors is achieving a successful and satisfying retirement. The most important work we do is helping people reach that goal. In an article that’s been published on FundAdvice.com for several years, Paul Merriman distills all he has learned into 10 steps that investors can take to make their “golden” years as good as possible.

Retirement: When your portfolio starts paying you
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May 17, 2007

Editor's note:

This article is out of date.  A new version of this article can be found here

 

When you reach retirement, four major decisions will determine the bulk of your financial future. This article is about two of those decisions:

•    How much money do you need or want from your retirement portfolio?
•    Do you need a fixed income or can you tolerate a variable income?

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