Category Archives: Retirement

CLM Is No Panacea

I wrote in last Sunday’s Kelly Letter about a closed-end fund called Cornerstone Strategic Value (CLM $11.50 -2% YTD). It’s one of many securities I’m auditioning to play a part in an Income Sig strategy for retirement. Please remember that this is a research phase. None of the funds I’ve referenced is a recommendation. I […]

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Yes, You Can Retire On $1M

On Monday, Maryalene LaPonsie asked in US News, “Can You Retire on $1 Million?” She quoted a New York City advisor, Brent Lipschultz at accounting and advisory firm EisnerAmper, saying $1M would last about 20 years. Drawing on data from the Bureau of Labor Statistics, which shows that people age 65 and older have annual […]

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What’s Retirement, Anyway?

Do you worry about whether your retirement account will get you through your golden years? A lot of people do. The government has created tax laws that forced most people’s retirement planning into IRAs, 401(k)s, 403(b)s, and so on. Even the names are from the tax code. Ever wonder why? Because government is owned by […]

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