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  • Less Email, More Sound Financial Solutions

    March 5, 2015

    First, thank you to everyone who’s written to wish me and Jo well on our move to Arizona. Many asked if I planned to continue working and the answer is most emphatically, yes! No matter where we live, it’s exciting to wake up each morning and work with a top-notch research and editorial team helping others grow and protect their wealth. Because You Asked As we drove across the country with… read article

  • The Wrong Way to Pay for College

    February 26, 2015

    The days when you could write a check for college and know that four years later your little darling would have a cool graduation party, find a decent-paying job, and live on their own have gone the way of the eight-track tape. For one thing, only 59% of full-time undergraduate students at “four-year” colleges graduate within six years. Plus, even if your offspring do accomplish this feat, every extra semester will cost your family… read article

  • The Way Out of a Common Conundrum

    February 19, 2015

    Over the holidays, a dear friend asked for help—the sort of help you might need too. She’s retired, lives alone, and has a modest nest egg. But the thought of losing any of her life savings terrifies her. Let’s call my friend “Sally.” Sally doesn’t trust stockbrokers or any commission-based investment advisors. I was flattered to learn that she reads all of our material; but considering how often we lambaste low-interest cash accounts,… read article

  • A Math-Free Guide to Higher and Safer Returns

    February 12, 2015

    I can make you instantly richer, and safely, by explaining a finance concept with a story about a dog. There’s a hole in your pocket you probably don’t know about. You may feel instinctively that something is wrong, but unless you look in the right place, you won’t find the problem. The money you’re losing doesn’t appear in the minus column on your account statements, but you’re losing it nevertheless. Frustrated? Don’t… read article

  • Beware of Bankers Bearing Gifts

    February 5, 2015

    Childhood cartoons have programmed us to see bankers as evil, greedy businessmen who delight in preying on the poor. Case in point: Snidely Whiplash. Snidely Whiplash and Nell As children we latched onto stories of the evil banker who held the mortgage on poor Nell’s ranch. Somehow a hero, Dudley Do-Right, emerged in the nick of time to save… read article

  • Why Athletes Go Broke

    January 29, 2015

    How is it possible for one man to burn through $400 million and wind up filing for bankruptcy, $27 million in the hole? Boxer Mike Tyson made it happen, and he’s in good company among professional athletes. Yet other professional athletes parlay their sizable earnings into nest eggs that grow and last. Why the two divergent paths? Today we’re speaking with Hank Sargent, who works at one of the top player agencies… read article

  • Are You Sure You Want to Delete This?

    January 22, 2015

    As I sat in my office with tears streaming down my cheeks, my wife walked in and asked, “What’s wrong?” After a short sniffle, I blurted out, “I just deleted Dad!” The absurdity of my remark hit us both, and we burst out laughing. Dad had been dead for over two years. Closing out even the most modest estate is a time-consuming process, though. After settling his accounts and finalizing the legal… read article

  • Is a Doublewide in Your Future?

    January 15, 2015

    The rumors are true: Florida is full of 55-plus communities with rows of doublewide mobile homes. The nicer ones have amenities like golf courses, swimming pools, clubhouses… you name it. As you’d expect, the living cost is modest. But here’s the part that blows people away: many of the people who live in these communities are quite wealthy. That’s right—not everyone living in a doublewide is a NASCAR fan. Jo and I… read article

  • Is Your Cash Really Safe?

    January 8, 2015

    One of the first things I did when I started looking after our parents’ money was move a substantial sum from their checking account to an interest-bearing account. When I asked why they had so much sitting in their checking account, they answered, “You never know. We may want to buy a new car.” For a long time, the conventional wisdom was to keep 20-35% of a retirement portfolio in cash. It was… read article

  • Seven Keys to Fatherhood, Not Friendship

    December 31, 2014

    My oldest grandson, Justin, has cerebral palsy. When he was in middle school, my daughter and her husband invited me to attend a parent-teacher conference. Justin’s teacher was a young woman, probably in her early 20s. She told us that one of Justin’s classmates had announced to the whole class that, according to his mother, all of the kids would be moved along no matter what. These were special needs students, and she… read article

  • The Taxman Flies Right Behind Santa’s Sleigh

    December 18, 2014

    When I started my own business many years ago, I set up a SEP-IRA to help fund my retirement. From that point on, I received year-end letters from my accountant, attorney, and pension consultant. Most of it was boilerplate stuff outlining changes to the tax code—dense and dry reading. I was sure these letters weren’t for me until something about business expenses and retirement-plan contributions caught my eye. So I called my accountant… read article

  • Five Rare Birds Sing a Wise Tune

    December 11, 2014

    In the spirit of the holidays, I’m sharing a happy truth: many people do, in fact, retire rich. Who are these rare birds and what can they teach us? Rich Retire #1—The Pension Holder. If you have a large pension in 2014, you likely are or were a government employee. Many government workers receive pensions equal to 75-80% of their working salaries. In some government departments, it’s the unwritten custom for department heads… read article

  • Back Away from the Tsunami

    December 4, 2014

    This warning comes from “Big Al” Greenspan, age 88. He’s been in the news a lot lately, speaking with Gillian Tett of the Financial Times at the Council on Foreign Relations and at the New Orleans Investment Conference, where he was on a question-and-answer panel and attended a luncheon for one-on-one discussion. After reading several reports of both events, I spoke with Casey Research colleagues who’d attended the conference… read article

  • Your Brand-Spanking-New Retirement Strategy

    November 20, 2014

    Is it even possible today to retire rich? The short answer is “yes.” We all know people who have done just that. Watching your neighbors Bob and Betty Rich live the good life well into their 90s only tells you it’s possible, not whether you’re prepared to do it too. So let’s forget about the Riches and focus on you. The first question you should ask yourself is: “Do I have enough money… read article

  • Fear Your Platinum American Express Card

    November 13, 2014

    Afraid you won’t have enough to retire comfortably? You’re not alone, and a debt-fueled lifestyle is often a big part of the problem. As the 2014 EBRI Retirement Confidence Survey notes: Fifty-eight percent of workers and 44 percent of retirees report having a problem with their level of debt. Furthermore, 24 percent of workers and 17 percent of retirees indicate that their current level of debt is higher than it was five… read article

  • Riddle Me This, Batman

    November 6, 2014

    What do Siegfried and Roy have in common with Federal Reserve Chairman Janet Yellen? Both lean heavily on smoke and mirrors. Shortly after the Bureau of Labor Statistics released unemployment data last month showing that joblessness had dropped below 6% for the first time since the 2008 crash, the Federal Reserve announced it would stop government bond purchases; Quantitative Easing is history. The Federal Open Market Committee’s (FOMC) October 29… read article

  • 4 Steps for Avoiding a Capital “C” Catastrophe

    October 30, 2014

    When the tech and real estate bubbles burst, many of my friends lost 40-50% of their retirement portfolios almost overnight. Whether you’re at the tail end of the baby boomer generation or already retired, lopping 40-50%—or more—off the value of your nest egg would be catastrophic. Which begs the question: is a similar downturn looming? Take a look at the chart below showing the S&P’s performance since 2008. read article

  • You Could Live to 105—Can You Pay for It?

    October 23, 2014

    Dennis often tells our team that he and his peers were counselled to plan for a 120-year lifespan when calculating retirement estimates. If you retired at age 65, you had to plan on the money lasting 55 more years. You’d have enough to live on with a hefty margin of error, plus something leftover for your heirs and/or charity. With stubbornly low interest rates and the high cost of living today, most baby… read article

  • Is Gold as Dead as Hurricane Season?

    October 16, 2014

    It’s been 3,279 days since a hurricane hit Florida. As hurricane season comes to a close next month, only Mother Nature knows how long the streak will last. Like many Floridians, we stayed home and rode out a hurricane—once! We’d built a home on Perdido Key, a barrier island west of Pensacola. It was engineered to withstand 150-plus mph winds, and it was a beautiful home with a master bedroom spanning the entire… read article

  • Straight Talk from Yogi Berra: 9 Ways to Retire Rich

    October 9, 2014

    “In theory there is no difference between theory and practice. In practice there is.”—Yogi Berra It’s October, AKA the major league baseball postseason. As a lifelong baseball fan, I take the wisdom of Yogi Berra seriously. And when it comes to planning for the autumn of life, Yogi is spot on. It seems as though every day an article titled “5 Tips for Retirement Saving” or something similar hits my inbox.… read article

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About the Author

Over the course of his career, Dennis Miller has consulted with many Fortune 500 companies, training hundreds of executives to effectively communicate the value of their company's products to their customers. Among his many multi-national clients are: GE, Mobil, Shell, Schlumberger, HP, IBM, Corning Glass, Eastman Kodak, AC Nielsen, and Johns-Manville.

An active international lecturer for 40 years, Dennis wrote several books on sales and sales management. He was a contributor to... read more

The BookRetirement Reboot

I was 68 and recently retired when the bottom fell out from under my money, and I don't mind telling you I was scared to death.

I had several CDs that were earning 5, 6, and 7%, generating enough money for the needs of my wife and me. I felt sure I had a bulletproof retirement plan. But then...

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Premium GuidanceMoney Forever

Unless you started out with a very large nest egg, outliving your money is probably as deep a concern for you as it was for me just a few years ago.

And I'm not just talking about scraping by on pork and beans. To me, having money for life means being able to afford some – or all – of the fun and exciting things I always wanted to do.

I now know I'll be financially secure for life, no matter what the economy does, and you can do the same.

Find out more here