Retirement Blog

Friday, May 28, 2010 12:51 pm
By Barbara Whelehan · Bankrate.com

Back in 1973, I took a year off after graduating from high school to work in downtown Chicago. The human resources person reeled off the benefits at the title insurance company where I was hired as a clerk typist. “And we have a pension plan,” she said. My eyes glazed over and I remember thinking,

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Tags: 401k, pensions
Tuesday, May 25, 2010 3:31 pm
By Barbara Whelehan · Bankrate.com

The issue of 401(k) fees is in the spotlight again. A 401(k) fee disclosure provision has been added to the new stimulus bill, the $190 billion American Jobs and Closing Tax Loopholes Act that the House is supposed to vote on this week. Among other things, the new jobs bill extends unemployment insurance to nearly

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Tags: 401k, Investing
Friday, May 21, 2010 12:43 pm
By Barbara Whelehan · Bankrate.com

Those of us who live in a coastal city near the Gulf of Mexico share a feeling of dread as we wait for the Deepwater Horizon oil spill to reach us. Florida thrives on its tourism industry, and it’s also a popular retirement destination. I’ve lived here most of my adult life, drawn to its

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Tags: Investing
Tuesday, May 18, 2010 5:02 pm
By Barbara Whelehan · Bankrate.com

Next week, French union workers will stage a big protest against their government’s plan to raise the retirement age. They don’t even know yet what age it will be raised to from its current level of 60. The details won’t be released until June. You’ve got to love the French for their moxie. They love

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Friday, May 14, 2010 3:18 pm
By Barbara Whelehan · Bankrate.com

Our government is interested in promoting retirement security for American workers. In its recent Request for Information, the Treasury and Department of Labor solicited answers to 39 questions about “lifetime income options” from the financial community and the general public. As I mentioned in my most recent blog, it sure did get an earful from

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Tuesday, May 11, 2010 4:22 pm
By Barbara Whelehan · Bankrate.com

It’s tough enough funding retirement and having to make decisions about how to invest during the so-called “accumulation” phase. But that ain’t nothin’ compared to converting your retirement savings into a lifelong stream of income during the so-called “distribution” phase. Recently, the Government Accountability Office outlined the challenges Americans face in this endeavor in an

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Friday, May 7, 2010 5:01 pm
By Barbara Whelehan · Bankrate.com

The 900-plus point drop in the Dow forces us to think about how best to protect our investment portfolios from market mayhem.

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Tuesday, May 4, 2010 4:43 pm
By Barbara Whelehan · Bankrate.com

If you’re afraid of the stock market, you’re hardly alone. The majority of Americans (57 percent) believe stocks pose too much risk, according to a recent Franklin Templeton survey.

Want to know what’s really scary? Even if you adhere to an asset allocation strategy grounded in Harry Markowitz’s modern portfolio theory, you could lose your shirt.

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Friday, April 30, 2010 10:03 am
By Barbara Whelehan · Bankrate.com

Should you pay off the house before quitting your job for good? Financial experts are divided on this issue.

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Tuesday, April 27, 2010 4:21 pm
By Barbara Whelehan · Bankrate.com

If you’re a public official in Louisiana, you can commit a crime, go to prison and still collect pension benefits. Is justice served?

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