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Article
20
Jun 08

John and Jane Bighouse Downsize

By Scott Burns Downsizing may be the best retirement decision millions of boomers can make. It’s relatively easy to do. And, as you’ll soon see, the lifetime benefits can be enormous. But first, meet John and Jane Bighouse. They’re about to downsize. He’s 64. She’s 62. He earns $100,000 a year as a project...

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Article
18
Jun 08

Even at Low Yields, Fixed Income Is Essential for a Retirement Portfolio

By Scott Burns Q. I have around $1.2 million, mostly in equities. My house is paid for. There will be around $300,000 in company profit sharing when I retire, and that has been my ace in the hole for the conservative portion of my investments. If I were to retire soon, what would you advise doing with...

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Article
21
May 08

Tools for Evaluating your 401(K) Plan

Q: How can I prove that my company 401(k) plan is a loser? The company I work for has our plan with Putnam. I believe there is no combination of funds in the 401(k) that has ever beaten the S&P 500 index over any period of time. But I need to figure out how to prove this by collecting the data and...

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Article
07
May 08

You Can Retire Early, but It May Require a Major “Reset”

By Scott Burns Q. Am I too young to retire and survive? I am 55 years old, and before company reorganization and the elimination of my position, I had a plan. I was cutting back on spending and focusing on retirement, 401(k), savings and paying off my mortgage early. I have $600,000 in my 401(k) and...

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Article
27
Feb 08

If You’re 85, Dream On. But If You’re 35, Get Busy

By Scott Burns Q. Am I living the American Dream--- or will there be a rude awakening down the line? I am 85 years old, happily married for over 60 years with four grown children. Our comfortable home was paid for 30 years ago. We have a nice vehicle and no debts. I'm not bragging....just thankful...

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Article
20
Feb 08

When, and How, To Rebalance Out of High Return Funds

By Scott Burns Q. It is time for the annual rebalancing of my portfolio. Two of my funds, Vanguard Precious Metals and Mining (ticker: VGPMX) and Vanguard Energy (ticker: VGENX), have made 50 percent over the last year. Does it make sense to take the profits in these funds, reducing them to their original...

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Article
23
Jan 08

It’s the Portfolio Return that Counts, Not the Flat Tire in the Portfolio

By Scott Burns Q. I need a pep talk. As of early January, my Vanguard 500 Index fund is 4.65 percent lower that it was at the close of 1999. So, for the last 8 years of patient investing, I have a 4.65 percent capital loss. Yes, I realize I am ignoring the roughly 1.6 percent dividend yield. And yes...

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Article
11
Jan 08

Making Commodities Part of your Portfolio

By Scott Burns OK, we get the idea. Having commodities as part of our portfolio can reduce risk by offsetting big swings in stocks and bonds. But how do we actually do it? That was the gist of reader response to a recent column about reducing investment risk. The concept was fine, but I hadn't finished...

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Article
09
Jan 08

Lower Fees = More Retirement Income

By Scott Burns Q. I read your recent column on "Small percentages make a big difference." I am retired. I rely on my investments for income. Can you tell me if I can draw an income of about 5 percent from a portfolio of low-expense mutual funds, exchange-traded funds, and index funds? Right...

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Article
04
Jan 08

Less Vulnerable Than You Think

By Scott Burns Our future may be less vulnerable than the financial services industry says it will be. There is a simple reason for this. Our security is based on more than our financial assets. Much of the survey and research work done by the financial services industry, however, assumes that financial...

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