By Walter Updegrave, RealDealRetirement @RealDealRetire
Ask Real Deal Retirement
I'm retired and currently manage my IRA portfolio of 10 different funds. But I'm thinking I'd like to simplify my portfolio and my life. Short of hiring an adviser to oversee my investments, what do you recommend?
More»
By Walter Updegrave, RealDealRetirement @RealDealRetire
Ask Real Deal Retirement
I haven't made the best decisions when it comes to retirement planning. As a result, my wife and I are in our early 50s and have next to nothing saved for retirement. Do we have any hope of a secure retirement?
More»
By Walter Updegrave, RealDealRetirement @RealDealRetire
Ask Real Deal Retirement
If I just invest my money in some good low-cost mutual funds, do I really need to pay a financial adviser for help?
More»
By Walter Updegrave, RealDealRetirement @RealDealRetire
Ask Real Deal Retirement
I plan to invest half of my savings in a Standard & Poor's 500 index fund, half in a total bond market index fund, withdraw 3.5% the first year of retirement and then adjust that amount annually for inflation. Is this a low-risk way to ensure my money will last throughout a long retirement?
More»
By Walter Updegrave, RealDealRetirement @RealDealRetire
Ask Real Deal Retirement
I'm 53 years old and will soon come into a multi-million dollar sum that I need to manage properly for my retirement and for my children's future. I'm not willing to just hand the reins over to anyone, but I also realize I'm not an experienced investor. I'd like to invest this money so it will continue to grow for all of us, but I don't know where to begin. Any suggestions?
More»
By Walter Updegrave, RealDealRetirement @RealDealRetire
[Editor's note: This column originally appeared a year ago. The advice still applies today, so I've re-published it for 2018 grads. Enjoy!]
It's that time of year again, when politicians, activists, business honchos and other luminaries don cap and gown to dispense sage advice to newly minted college grads in the time-honored form of commencement speeches. Somehow I didn't receive a request to speak. Maybe my less-than-cum laude record as a student at Penn more than 40 years ago scared schools off. But I've never been one to let the mere lack of an invitation stop me from weighing in. So here, from someone who's spent the bulk of his career writing about personal finance, are five tips and observations designed to help recent grads get onto the right financial path.
More»
