FVIM's Insights

News and information about preserving your life savings

Summer Leisurely Lessons for Your Investments

Recently my family enjoyed some relaxing leisure time, with adventures that took us from Southern California beaches and amusement parks to Arizona's mountains and dessert valleys. My kids' favorite day – mine too! – was when we escaped the scorching, 118 degree Phoenix heat by heading into the Sedona mountains. There, we found a magical place call...
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When can I safely retire?

If you are approaching retirement age, this question may be consuming your thoughts or regular conversations with your loved ones. Related questions include: Have I saved enough to support my desired retirement lifestyle? How much can I prudently spend each year once I do retire? When should my spouse and I take our Social Security? What investment...
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670 Hits

Retirement Planning in Death Valley

Every so often, I think it's good to get out and gain a fresh perspective on life. That's one reason I decided to attend this year's Financial Advisor magazine's retirement symposium in Las Vegas, where it would be hard to find a climate more different from my usual surrounds in the Columbia River Gorge. In addition, Nick Murray, one of my favorite curmudgeonly financial commentators, was a keynote speaker on a theme high on my list of professional interests: Helping families achieve and sustain a desirable retirement. Retirement Planning – Las Vegas Style? During the symposium, I had the opportunity...
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10728 Hits

Engineering an Active Retirement

You might think of a Massachusetts Institute of Technology alumni event as a great place to pick up smart engineering tips … but would you think of the same group as experts on how to achieve an active retirement? In his article, “Retirement advice from active retirees,” Wall Street Journal MarketWatch columnist Joseph Coughlin asked 200 MIT alumni and spouses (with an average age of 79), to write down retirement planning advice they’d offer the younger generation. You might be surprised at the wealth of information enthusiastically offered. Electric Ideas My favorite, quote from engineering friends was: “Money, like electricity,...
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8120 Hits