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  • 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

  • Before Investing in a Corporate Marriage, Imagine the Nasty Divorce

    October 2, 2014

    Why do some mergers and acquisitions work out in spectacular fashion, yet others fail miserably? The worst part is, when a corporate marriage ends in divorce, an embarrassed management team is often left selling off the scraps for a fraction of what they paid—and angry stockholders are left ruminating over how management could have spent the cash better (dividends). How can titans of industry capable of earning and retaining billions of dollars also… read article

  • Critical News from the Lone Star State

    September 25, 2014

    I am really excited to report back on the Casey Summit and our jam-packed trip to San Antonio. Sitting down to interview one of the world’s top economists, Dr. Lacy Hunt, was one of the highlights for yours truly. Here’s a snippet from Dr. Hunt’s official biography: Dr. Lacy H. Hunt, an internationally known economist, is executive vice president of Hoisington Investment Management Company, a firm that manages $5.4 billion for pension… read article

  • More Time in Nursing Homes and Fewer Jobs for Women

    September 18, 2014

    That title wouldn’t make for much of a campaign slogan, and yet, it’s the natural outcome of one particular politician’s promise. Most of the notes I receive about the Affordable Health Care Act, or Obamacare, are first-person accounts of how a reader’s change in coverage or cost is affecting his life. These stories prompted several discussions with Andy Mangione, vice president of government relations of the Association of Mature American Citizens (AMAC). Andy serves… read article

  • Your Artificial Knee Might Get You Groped

    September 11, 2014

    August 11, 6 a.m.—San Francisco International Airport A twenty-something woman is running the back of her hand across the base of my breasts. I stand there, legs spread as she moves on to the inside of my thighs. She runs her hand underneath the waistline of my pants and across my buttocks. I’m angry and embarrassed. The woman touching me seems embarrassed, too. When she’s done her coworker,… read article

  • It’s a Bond with Upside Potential

    September 4, 2014

    In a renewed commitment to finally learn Spanish, one of my colleagues spent quite a bit of time this week awkwardly saying, “Qué es eso?” into the headset Rosetta Stone provides with its language learning programs. Translation: “What’s that?” Here in the US, the 10,000 or so people reaching retirement age each day often find themselves asking the same question—though maybe not out loud—when advisors use terms of art or casually mention sophisticated… read article

  • Vindicated: I Didn’t Believe the IRS Anyway

    August 28, 2014

    Lois Lerner’s emails are back from the dead—sort of. The former IRS director’s BlackBerry, however, is still long gone. The IRS intentionally destroyed it in June 2012 (after congressional staffers interviewed Lerner about the IRS targeting conservative groups) as the Deputy Assistant Chief Counsel acknowledged in a recent sworn declaration. We’ve all met someone we just don’t trust but don’t know why. There’s often a pretty good reason to feel that way. … read article

  • How You Can Play to Win When Market Makers Are Calling the Shots

    August 21, 2014

    The American Legion sponsored a carnival every summer when I was a young lad. My dad was a legionnaire, so each year I had a job. Beginning at age 12, I hauled soft drinks and food to the various concession booths well into the night, which probably violated some labor laws. Dad warned me about the carnival barkers, telling me to never play games where you try to win a giant teddy bear.… read article

  • Getting the Most Value from Your “Geriatric Cruiser”

    August 14, 2014

    For many a car lover, retiring rich requires the end of a lifelong love affair. I empathize with them all; I’ve had my own romance over the last 50-plus years. Cars have a special resonance for people of my generation. George Lucas’ classic coming of age film American Graffiti is proof positive of that. As teens we flocked to auto dealers when new models came out and fantasized about actually being able to… read article

  • Stop Investing in Leveraged ETFs

    August 7, 2014

    Bigger, faster, better. That’s the turbocharged investment we all want. Money Forever subscribers who pay close attention to our portfolio, though, will notice that we don’t hold leveraged ETFs—those with “2x” or “inverse” or “ultra” in their names, which some investors mistake for “better.” Exchange-traded funds (ETFs) are a great tool for many portfolios. They allow investors to profit from movements in a huge variety of assets grouped by industry, geography, presence in… read article

  • Three Ways to Be An Oddball and Make it Pay

    July 31, 2014

    Here in Florida, summer is the time to exercise indoors. From the middle of May through September, I take my routine morning walk on a treadmill looking out over the pond behind our house. I get to watch the cardinals and blue jays find the feeding block my wife Jo hung next to a tree outside the window. A menagerie of animals follow, picking up scraps below the bird block. Late in the afternoon,… 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