Recent Articles By The Author
Weekly Roundup Sept. 21 2018
Among the best stories from Retirement Daily for Sept. 17 - 21: The benefits of a cash balance plan, closed-end funds, most livable cities and, if you want to save money, it's time to book your holiday travel.
Most Livable Cities in the U.S. -- for All Ages
As America's population grows older, more cities are enacting policies to improve livability for people of all ages. Here are some of the nation's most livable cities.
Univar to Buy Nexeo for $2 Billion
Univar will buy Commerce Secretary Wilbur Ross' chemical and plastics company in cash-and-stock deal.
Briefing: Latest Retirement News (Sept. 17 2018)
The latest in the world of retirement-related news: Retirement legislation and annuities, and what new tax rules mean for clients buying property.
Weekly Roundup Sept. 14 2018
Among the best stories from Retirement Daily for Sept. 10 - 14: Tax-advantaged investing strategies, how caregiving impacts retirement, and divorce and Social Security.
Ask Bob: How Divorce Affects Social Security Benefits
A reader wants to know if she's eligible for Social Security Benefits on her ex-husband's record.
Weekly Briefing: Latest Retirement News (Sept. 11 2018)
This week in the world of retirement-related news: Prudent spending pays off, and how to avoid the mistakes that cut into your retirement savings.
Investing for Retirement: The Total Return Approach
This adviser says that in the stock and bond environment we're in, it's not appropriate to stretch for yield.
Weekly Roundup Sept. 7 2018
Among the best stories from Retirement Daily for Sept. 3 - 7: A new strategy for getting the most out of Social Security, how to keep health problems from forcing you to retire early, and managing volatility with an ETF portfolio.
Weekly Roundup Aug. 24 2018
Among the best stories from Retirement Daily for Aug. 20 - 24: Asset location and tax strategies, investments that are both liquid and safe, and savings hundreds of dollars with coupons and loyalty programs.