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• Financial Planning
• I Bonds & Tips

• TIPS Have an Advantage in Periods of Inflation

  Q. I've had the "Couch Potato" portfolio for my 403b account for close to five years with 60% Vanguard Total stock market Index fund and 40% Total Bond Market Index. I didn't know until recently that you now suggest Inflation Protected Securities in place... Posted Jul 14 2005, 11:42 AM by scottb with | with no comments Filed under: Couch Potato Investing, I Bonds & Tips, Q&A (from print), Retirement

• Enough Assets and Nursing Home Cost Isn't A Problem

  Q. Do you recommend the "couch potato" approach for an 89-year-old woman who needs to safely invest $600,000 from the sale of her home? She has an additional $350,000 in Treasurys and individual stocks managed by Wells Fargo Bank and another $200,000... Posted Sep 11 2003, 10:41 AM by scottb with | with no comments Filed under: Couch Potato Investing, Q&A (from print), Retirement

• People With Pensions Still Need To Invest

  Q. I have three questions. First, why would retirees with pensions they could survive on (especially pensions with cost of living increases) want any bonds at all? Second, why would anyone in, or approaching retirement, load up on growth stock paying... Posted Mar 14 2002, 01:37 PM by scottb with | with no comments Filed under: Couch Potato Investing, Q&A (from print), Retirement

• Early Retirement Is a Very Ambitious Project

  Q. My wife and I are in our mid 30's with one child and another on the way. We've been very lucky and have quite a nest egg put away in qualified plans--- about $220,000. Over the past 3 years we've been continuing with adding qualified funds on a consistent... Posted Feb 28 2002, 02:01 PM by scottb with | with no comments Filed under: Couch Potato Investing, Financial Planning, Q&A (from print), Retirement

• Welcome to the IRS 'Gotcha' Club

  Q. We are a retired couple, both over 65. Without withdrawing funds from our IRA's, We have a moderate gross income of $50,000 per year, which includes $20,400 Social Security. The taxable amount of the Social Security is about $3,500. Using standard... Posted Nov 28 1996, 09:55 AM by scottb with | with no comments Filed under: Couch Potato Investing, Q&A (from print), Retirement