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The Knowledge Center

With a Publish Date between 11-01-2005 and 11-30-2005

Title

Buying TIPS can reduce some risks as you near retirement

Scott Burns Nov 24, 2005

One of the things I am thankful for every day is the kindness of readers Thank you for your trust Question Should I continue investing in the stock market if I can make more than 6 percent in I Savings Bonds and retire in the next five or six years We have invested in Fidelity Funds since…

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Title

Real Life Maximizing of Social Security Benefits

Scott Burns Nov 22, 2005

Does it make sense to defer Social Security benefits For many the answer is yes This is not the conventional wisdom It says to take the money and run But some new research indicates the conventional wisdom is wrong Let's start by working through an example For anyone born in 1943 or…

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Title

A Banquet of Pennies

Scott Burns Nov 20, 2005

The shopkeeper of a corner store in a slum looked at the kid and said "Do you want to know what it's like to be old " He pulled a two pound coffee can from under the counter and hurled its contents thousands of pennies across the worn Formica counter "That's what it's like! Every month ends…

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Title

When You Have a Good Hand, Hold It

Scott Burns Nov 17, 2005

Q I have my 401(k) divided across four Fidelity funds Value Balanced Diversified International and Contra Its management fees range from 67 (Balanced) to 94 percent (Contra) Based upon the above choices and management fees would you recommend that I try your "Margarita Portfolio"…

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Title

The Tax Code is Beyond Reform

Scott Burns Nov 15, 2005

If anything makes me feel old it is tax reform When the president's Advisory Panel on Tax Reform released its much leaked recommendations two weeks ago my first reaction was an involuntary gag reflex the sort of thing that happens when you get too close to dog poop I know most people feel…

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Title

Mapping Flatland

Scott Burns Nov 13, 2005

Richard W Fisher the new president of the Dallas Federal Reserve Bank may have the ultimate small world story In early October he was in Waco speaking to a business group He casually mentioned that we imported nearly 54 million golf balls from China while we exported the DuPont Surlyn polymer…

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Title

Income, Meet Savings

Scott Burns Nov 10, 2005

Q My wife and I are in serious trouble Here are the facts We earn $138K yearly and are both 58 We owe $30K in credit card debt We make mostly minimum payments We are never late on payments We owe $30K in college loans Two of our three sons are out of college now …

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Title

How to Turn Lead into Gold

Scott Burns Nov 08, 2005

A recent column (Going for the Gold with 401(k) Plans Tuesday October 18) categorized 401(k) and other qualified plans by their expenses It ranked them from Platinum to Gold Silver Bronze and lead As you might expect it brought a lot of mail Financial services professionals chided me for…

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Title

The Future of Old

Scott Burns Nov 06, 2005

"Don't get old There's no future in it " That's what my stepfather who died four years ago at 84 liked to say Usually he said it while hoisting his watered Canadian Club a drink he liked so much that he received five bottles of the stuff on his 80th birthday He was not known for his healthy…

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Title

No, You Can‘t Borrow Your Way to Retirement Security

Scott Burns Nov 03, 2005

Q In the September October issues of AARP Magazine a column advises a soon to retire couple to switch their small mortgage to a much larger one at 6 percent interest only and invest the left over proceeds in municipal bonds at 4 5 percent Apparently the reason is to gain a tax deduction I feel…

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Title

The Vulnerable Bottom of the Income Pyramid

Scott Burns Nov 01, 2005

A visit to the glitzy section of any city in America will give you the idea that we don't know what to do with all the money we have You get the same impression at any high end mall in suburbia In fact income thins out pretty quickly According to the most recent IRS statistics on tax returns…

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