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Congress moves to make changes to US retirement system – 3/1/16
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…
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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor
Welcome to Hello Harold (that’s me, Harold Evensky). I’ve been a practicing financial planner for over three decades; financial planning is my avocation as well as my vocation. I’ve had the privilege of participating in the growth of my profession, serving on the national Board of the International Association for Financial Planning, as Chair of…
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Could a reverse mortgage be right for you?
Changes have occurred to the FHA Insured Home Equity Conversion Mortgage, or HECM, which has changed the face of the reverse mortgage we once knew that opens the mortgage up to many more possible uses. In fact, the HECM program has been my focus of research for the past few years at Texas Tech, where…
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Life expectancy and your retirement
Will you live past your life expectancy? Chances are you will say no. We have a tendency to underestimate how long we will live. I challenge you to change your thinking when thinking of retirement income planning decisions from “I’ll never live that long” to “what if I do?”
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Salter: How much can you spend in retirement?
Retirement spending rates have been subject to much research and debate in the last few years. The central issue is spending from a portfolio that will have future uncertain returns, and uncertainty is prevalent in both conservative and aggressive risk portfolios, just to different extents.
