How The New Barbie Can Help You Build A Better Retirement Portfolio

By Walter Updegrave, RealDealRetirement, @RealDealRetire

You’ve no doubt heard that Mattel has expanded its iconic Barbie franchise to attract a more diverse group of buyers. But whether you’re a Barbie aficianado or, like me, you know nothing about Barbie other than that she looks preternaturally young despite being around 57 years, you can draw some worthwhile investing lessons from Mattel’s move. Here are three of them: More»

How Long Will Your Retirement Savings Last?

By Walter Updegrave, RealDealRetirement @RealDealRetire


Ask Real Deal Retirement

I’m retired and would like to find out how long my retirement savings will last. Can you help me come up with the answer? More»

Should I Roll My 401(k) Into An Annuity?

By Walter Updegrave, RealDealRetirement @RealDealRetire

3 dice-hedging

Ask Real Deal Retirement

My financial adviser wants to roll my 401(k) into an annuity. Do you think this makes sense? More»

Why Your Withdrawal Rate Matters More Than Your Asset Allocation In Retirement

By Walter Updegrave, RealDealRetirement @RealDealRetire


Achieving the right balance between stocks and bonds is a key concern for retirees wary of exhausting their retirement savings, especially in a rocky market like this one. But if you really want to make sure you don’t outlive your nest egg, you’ll want to focus even more on choosing an appropriate withdrawal rate. More»

Should I Invest Now Or Hold Off Until After A Market Crash?

By Walter Updegrave, RealDealRetirement @RealDealRetire


Ask Real Deal Retirement

I’m 100% in cash right now, but I eventually want to invest 70% and 80% of my portfolio in stocks. My gut tells me, however, that I shouldn’t consider buying stocks in this market. So I’m thinking of holding off until we enter a bear market and prices are down 20% or more. Do you think this is a good plan? More»

3 Key Lessons For Investors From This Year’s Roller-Coaster Market

By Walter Updegrave, RealDealRetirement @RealDealRetire

roller coaster

Stock market gyrations can be upsetting, especially when they send the value of your 401(k) and other accounts south in a hurry. But periods of turmoil can also be helpful if we use them to re-evaluate our investing and planning strategies. Here are three key lessons investors can draw from this current bout of market madness, along with advice on how to use those lessons to improve our investing results and retirement prospects. More»

The 4 Things You Need To Know To Survive A Bear Market

By Walter Updegrave, RealDealRetirement @RealDealRetire


It’s not clear whether recent stock market volatility and losses will culminate in a bear market. But this much is certain: At some point in the future, investors will have to grapple with a major meltdown. Here are four must-know bear facts that can help you navigate the tough times whenever they arrive and put you in a better position to reap the rewards of the eventual recovery. More»