Retirement,Index & ETF Investing - Registered Investment Advisor

Recovering from Bad Investments

By Scott Burns Q. Many columns ago, you wrote that the 50s decade of life was the "make it or break it" decade. Well, I think I really messed up. I'm 57, invested in oil and gas mineral rights and subsequently lost $240,000. My broker also...

Posted Jul 14 2010, 03:00 PM by admin with | with no comments

Filed under: I Bonds & Tips, Index & ETF Investing, Retirement

A Better Balanced Fund

By Scott Burns Craig Israelsen has an interesting idea: Let’s leave 1950 behind. The associate professor at Brigham Young University in Utah thinks it is time to include the world outside the United States, among other things, in our investments...

Posted Mar 26 2010, 03:00 PM by admin with | with 2 comment(s)

Filed under: Index & ETF Investing, Retirement

Retiring Soon? Index Funds Still Best Choice

By Scott Burns Q: I took your advice and read Daniel Solin's "The Smartest 401(k) Book You'll Ever Read." Then I took his advice and contacted Fidelity Investments about buying index funds for my 403(b) because my employer/school district...

Posted Aug 12 2009, 03:00 PM by admin with | with no comments

Filed under: Index & ETF Investing, Q&A (from print), Retirement

You Don’t Need Perfection--- Just the Right Direction

By Scott Burns Q. I'm 33 years old and this is my first time doing a 401(k). I received my benefits package information but it might as well be in a foreign language. I see different kinds of stock funds to choose from. Each one has different companies...

Posted Jul 29 2009, 03:00 PM by admin with | with no comments

Filed under: Index & ETF Investing, Q&A (from print), Retirement

What Is My Pension Worth?

Q. I'd like to know what my pension is worth. I will receive $2,300 a month, fixed. What would it cost in the marketplace today to buy that level of pension? ---B.T., by email. A. You can learn what it is worth to you by getting an estimate of what it...

Posted Feb 07 2007, 06:00 PM by scottb with | with 8 comment(s)

Filed under: Index & ETF Investing, Q&A (from print), Retirement

Income Limits from Your Nest Egg

Q. It is recommended that retirees withdraw no more than 4 percent a year from their retirement nest egg. Is this in addition to any income that is generated from their funds? Bonds and CDs pay more than 4 percent. And some higher-dividend stocks pay...

Posted Jan 03 2007, 06:00 PM by scottb with | with 8 comment(s)

Filed under: Index & ETF Investing, Mutual Fund Investing, Q&A (from print), Retirement

Money Isn‘t The Only Retirement Tool

Q. I'm a security officer with income $ 30,000 a year. I don't have a retirement plan. All my savings I invest in bank CDs or I Bonds. I'm 29 years old now and have $5,000 in bank CDs and $14,000 in I Bonds. What do I have to do to allow me to retire...

Posted Jan 29 2004, 10:19 AM by scottb with | with no comments

Filed under: Index & ETF Investing, Living Lite, Q&A (from print), Retirement

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Registered Investment Advisor

Recovering from Bad Investments

A Better Balanced Fund

Retiring Soon? Index Funds Still Best Choice

You Don’t Need Perfection--- Just the Right Direction

What Is My Pension Worth?

Income Limits from Your Nest Egg

Money Isn‘t The Only Retirement Tool

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