Ron Walchack

10 Flips | 4 Magazines | 7 Following | @browns1 | Keep up with Ron Walchack on Flipboard, a place to see the stories, photos, and updates that matter to you. Flipboard creates a personalized magazine full of everything, from world news to life’s great moments. Download Flipboard for free and search for “Ron Walchack”

9 Investment Ideas That Yield 6-9%

Reach for more yield with master limited partnerships, mortgage-owning REITs and more.<p>To get 6% in a world where safe investments pay 1% or less …

6 Estate Planning Lessons From James Gandolfini's Will

James Gandolfini’s untimely death at 51 brought many discussions, none more strange than the fixation on his will. A few estate planning stories are salacious, such as the tale of Anna Nicole Smith. A few are amusing, such as Leona Helmsley’s $12M trust for her dog Trouble.<p>But most estate planning …

20 Important Financial Tasks To Do Each Year

It can be hard to keep track of all the various financial tasks you need to do during a given year. Today I thought I would share a simple list so …

Personal Finance

Bonds For The Rising Interest Rate Environment

Bonds get crushed by rising interest rates, but most investors are not going to just drop them from their portfolios the way Taylor Swift dropped Joe, Jake, John, Connor and Harry. What are our most prudent options?<p>Ben Stein and I have written eight books on investing (one on fixed income alone), …

3 Simple Steps to Review Your Investment Portfolio

Be sure to periodically check your asset allocation to make sure you're taking on the right amount of risk for you.<p>A periodic review of your …

Top Online Savings Accounts of 2018

If growing your savings is your key motivator for opening an account, then a high-interest savings account might be what you’re looking for.<p>We …

Personal Finance

Financial Fears Everyone Needs to Conquer

When it comes to finances, what are you afraid of? Everyone has fears that are finance-related; it’s normal. In order to live life a little happier …

Retirement Myth #1: Accumulation Is The Main Thing

For years, Wall Street has been telling us the same thing: Save and invest as much as you can for retirement by trying to obtain as high a return as possible.<p>With bond returns sagging in a slow growth economy, this advice isn’t particularly helpful.<p>Most of us are still spooked by stock-market …

State-by-State Guide to Taxes on Retirees

<b>Click on any state in the map below</b> for a detailed summary of taxes on retirement income, property and purchases, as well as special tax breaks for …

Retirement

Wade Pfau's Retirement Researcher Blog