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You are here: Home / Archives for Retirement Planning

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…”  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Retirement Plan: Am I On Track?

September 19, 2016 By Lowell Herr

Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein’s words of wisdom.  Search “Bernstein” on this blog.  To gauge whether or not your retirement savings program is on track, […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Retirement Planning

February 7, 2016 By Lowell Herr

One of my favorite links shown at the top of the list in Bookmarks is Advisor Perspectives.  Of all the links I show under the Home table, this is the one I check most frequently. You will find the Bookmarks over in the right-hand sidebar when on the Home tab. Joe Tomlinson wrote an article […]

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William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. “The way you’re going to get rich is by working hard; not spending a lot of money […]

Filed Under: Critical Material, Retirement Planning Tagged With: Retirement Planning

Retirement Planning: Link to Original ITA Blog

February 28, 2015 By Lowell Herr

Investors thinking about retirement will find a number of blog entries over on the original ITA Wealth Management blog.  Check out this link. http://itawealthmanagement.com/second-level/retirement-planning/ Some of these posts are likely protected for Platinum members.  Membership on itawealth.com will not automatically give you access to itawealthmanagement.com so you need to set up an additional account on […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Retirement Planning Mistake #11

January 22, 2015 By Lowell Herr

Although alluded to in this “mistake series,” an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting capital.  Imagine you retired in […]

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Critical Material, Retirement Planning

Life Insurance: My Story

September 11, 2014 By Lowell Herr

Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You’ve Heard About Investing Is Wrong  — And What To Do Instead.  Here are the five recommendations in this book. Invest in TIPs (TIP) Invest in a […]

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Retirement Planning

The High Cost of Fees

April 21, 2014 By Lowell Herr

High fees are to be avoided, particularly management fees.  Readers of ITA Wealth Management are well aware of my propensity to keep fees to a minimum and that is why I place so much emphasis on using commission free ETFs.  While most of you are managing your own money, there may be new readers of […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

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