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You are here: Home / Archives for Retirement Planning

Life Insurance: My Story

May 22, 2021 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

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

Retirement Requirements: May 2021

May 7, 2021 By Lowell Herr

What size portfolio is required for a comfortable retirement?  There are numerous variables to consider.  Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United

Filed Under: Retirement Planning Tagged With: 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

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

Filed Under: Retirement Planning Tagged With: Retirement Planning

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

Filed Under: Critical Material, Music, Photography, 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

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

Filed Under: Retirement Planning Tagged With: Retirement Planning

Retirement Planning Mistake #10

November 4, 2013 By Lowell Herr

Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with respect to an appropriate benchmark. The

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

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