NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers.

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Random Roger's Retirement Planning

JULY 20, 2023

Marketwatch posted an advice type of column where a reader asked about his retirement readiness as he just got laid off and now would like to be done with working. They have a combined $350,000 in qualified retirement accounts and $200,000 in taxable accounts. This list starts the year at about $9000 including $2000 for property tax.

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Trade Brains

OCTOBER 4, 2022

Top Stocks Under Rs 2000: Many people begin their SIPs with the figure of Rs. In this article, we bring you some top stocks under Rs 2000 that you can consider including in your portfolio. . We will start by covering five such Top Stocks Under Rs 2000. Top Stocks Under Rs 2000. But the figure just holds some respect.

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Integrity Financial Planning

JULY 20, 2022

Brian shares what he tells clients about investing and retirement planning. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret. ” – Brian Bowen.

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Walkner Condon Financial Advisors

OCTOBER 18, 2023

The mass media in the United States tends to oversimplify the transition from the career phase to the retirement phase of our lives. Apparently walking into the sunset on a beach or through a meadow leads directly to a rocking chair on a front porch and that is retirement? The term “retirement” seems somewhat antiquated.

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NAIFA Advisor Today

MARCH 31, 2023

Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service.

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Integrity Financial Planning

MARCH 16, 2023

Somewhere around 1999 and 2000, television started to change. Before Netflix and streaming services pumped out shows as 8-hour binges, the following shows of the early 2000s began to set the groundwork for popular shows like Game of Thrones and Stranger Things. They turned television into a medium for long-form, poetic storytelling.

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Cordant Wealth Partners

SEPTEMBER 8, 2022

As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. Tax-Deferred Investment Growth : Dividends, Interest and Capital Gains are not taxed within your 401(k) until retirement allowing your investment returns to compound faster.

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The Big Picture

AUGUST 29, 2023

If you’re depending on income to fund your retirement, 5% rates are a blessing. 2000-2003 Dotcom implosion 6. ( A Wealth of Common Sense ) see also The Great and Awful Thing About These Interest Rates : The era of low interest rates is over. In the blink of an eye, the Fed went from punishing savers to punishing borrowers.

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Mr. Money Mustache

FEBRUARY 25, 2025

The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven percent in just the past two years. Does this make it more vulnerable to a huge crash in the future, and will it affect my retirement?

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WiserAdvisor

JUNE 13, 2023

Retirement planning focuses on the steps you need to take to achieve your desired retired life, such as saving and investing wisely, creating a budget, and considering your healthcare needs. However, it is also essential to be aware of the potential pitfalls and things to avoid during the retirement planning process.

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Random Roger's Retirement Planning

MAY 18, 2023

Bloomberg did a survey and found that Generation-X does not feel like it will be "financially prepared for retirement." Anyone closer to the younger edge of Gen-X could probably benefit by cutting expenses now, the impact of that could compound over the next 20+ years as they approach a normal retirement age.

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

Most of us of course lived through that from 2000 through to 2009. The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013. That's a long time for a broad based index to not make any progress.

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Random Roger's Retirement Planning

DECEMBER 2, 2024

If you put 3% into Ariba Networks into a diversified portfolio in 2000 or bought a house you could comfortably afford in 2007 then you had a setback but weren't blown up. I posted the above joke on Bluesky a few days ago. This person will get blown up if anything bad ever happens, absolutely destroyed.

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Aleph

MAY 11, 2024

Credit: Aleph Blog || Really, we should be expecting a bubble as the Baby Boomers retire. This feels like June 2000, where everyone was so optimistic, sailing into the teeth of the storm. As of December 31st, 2023, the S&P 500 was forecasting a return of 1.34%/year over the next ten years, with no adjustment for inflation.

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MainStreet Financial Planning

NOVEMBER 2, 2022

In that time, we have assisted on almost 2000 individual projects and counting! On this anniversary, Jim came out of retirement to share this message. His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years.

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Random Roger's Retirement Planning

SEPTEMBER 16, 2022

If we're thinking about risk planning for the next ten years, I might wonder about a lost decade for US equities like we had from 2000-2010 and whether that might mean foreign equities rotate back into favor like they were back in 2000-2010. It's good to start thinking about these things ahead of time.

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Mr. Money Mustache

OCTOBER 23, 2020

I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. My story was a nine-year working career, and retirement at 30. This happens to be my personal definition of “retirement” , because the old definition of ceasing to work is obsolete.

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Tucker Advisors

APRIL 4, 2023

Forty years ago, the federal government lengthened Social Security’s full retirement age (FRA) from 65 to 67, and increased the delayed retirement credit. Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. Is it the change we want?

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Random Roger's Retirement Planning

MAY 3, 2025

We had a lost decade from 2000-2009 but there were several years that stocks went up kind of lot. In 2022, that blend was down 89 basis points so some drag (PRPFX did worse than BLNDX that year) but not problematic. Portfolio 3 is sort of close to what we blog about regularly.

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The Big Picture

FEBRUARY 21, 2023

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? We were losing market share in the critical retirement, the 401(k) business. And everyone was talking about that ’99, 2000. RITHOLTZ: Really?

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Good Financial Cents

APRIL 1, 2023

It’s one of the best strategies to supercharge your retirement savings, especially for early retirement. There's no time like the present to begin preparing for your retirement. This is always true when neither you nor your spouse are covered by an employer-sponsored retirement plan. Ads by Money.

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Random Roger's Retirement Planning

MAY 19, 2025

From 2000 to 2019, Swensen outperformed 14 times. And plugging into Testfol.io which goes back further and comparing it to VBAIX. Swensen did better over the course of the backtest with a little more volatility and bigger drawdowns. From 2020 on, VBAIX outperformed four times.

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Good Financial Cents

JANUARY 6, 2023

To help you figure out what to do, here are 17 of the best strategies for investing $2000 to $3000. Best Ways to Invest $2000 to $3000: Final Thoughts. If you have $2,000 to $3,000 to invest and want to use that money for retirement, you may want to consider opening a Roth IRA. High-Yield Savings Account. Hire a Robo-Advisor.

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Mr. Money Mustache

APRIL 27, 2023

After all, it was this overall life philosophy that earned me an early retirement 18 years ago, which provides all of the glorious freedom I enjoy now. How does that piece of wisdom apply to frugal living and enjoying a long life of early retirement? And indeed, I’m still on-board with frugality and healthy self mockery.

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Nationwide Financial

MAY 4, 2023

Individual investors are more anxious for the Fed to start easing rates; a recent Advisor Authority survey, powered by the Nationwide Retirement Institute, found that nearly 40% of individuals want the Fed to begin cutting interest rates to help relieve economic pressures.

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Economics Banking Retirement Financial Market 75

Trade Brains

APRIL 17, 2023

One of the first reforms he put in place was setting a retirement age. According to this policy, the retirement age for directors was set at 70 and senior executives at 65. Mody was sacked after a messy scrap, Seth and Kerkar retired over the years as they crossed the age limits and Palkhivala quit citing ill health.

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Random Roger's Retirement Planning

SEPTEMBER 20, 2023

We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe.

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The Irrelevant Investor

APRIL 22, 2020

On today’s show we discuss People aren't doing much tinkering in their retirement accounts Airlines have declared bankruptcy 66 times since 2000 Cullen Roche on the COVID-19 Aid package Stock picker's market Are Buffett and Munger slowing down? Will this recession destroy private equity?

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Random Roger's Retirement Planning

JUNE 9, 2025

From March, 2000-March, 2003 the S&P 500 negatively compounded at 13.95%. The driver of this result of course is that 2 and 3 avoid the volatility of bonds with duration that funds like AGG and VBAIX will take on. Knowing what to avoid can be more important than knowing what to include.

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Random Roger's Retirement Planning

OCTOBER 21, 2022

If you've saved close to enough by the time you retire, so like you thought you needed $850,000 and you're at $810,00, then a conservative approach would be to manage the difference between 3% and 4% or using $850,000 you are managing for $8500, the difference between $25,500 and $34,000. and provided a chart. like maybe less than a month.

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Random Roger's Retirement Planning

DECEMBER 23, 2024

10,000 invested on November 30, 2000 would have grown to $50,820 according to testfol.io. Having an allocation to something that moves like that makes sense in the context of constructing a diversified portfolio but going heavy into that sort of volatility is a panic sale waiting to happen. Going back 24 years, VBAIX compounded at 6.99%.

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Random Roger's Retirement Planning

APRIL 17, 2024

That period ending in May 2000 was relatively bad for PRPFX. I'd argue it all worked out in the end but imagine how you might handle being that far behind in early 2000. That would not have been easy of course there was no way to know how well gold was about to do to help PRPFX catch up over the next few years.

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Fortune Financial

JULY 12, 2023

While retirement should ideally be a time of relaxation and enjoyment, the financial implications of increasing expenses pose significant challenges for those in their golden years. Additionally, the study found that from 2000 to 2023, benefits under Social Security COLA increased by 78% or 3.4%

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Fortune Financial

JULY 12, 2023

While retirement should ideally be a time of relaxation and enjoyment, the financial implications of increasing expenses pose significant challenges for those in their golden years. Additionally, the study found that from 2000 to 2023, benefits under Social Security COLA increased by 78% or 3.4%

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The Irrelevant Investor

JANUARY 18, 2020

Articles Analysts have the second highest set of future earnings expectations for growth stocks since 2000. By Patrick O'Shaughnessy Expecting companies to sponsor retirement plans is like demanding that a dog dance; it may comply, but neither well nor happily.

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Random Roger's Retirement Planning

JUNE 18, 2025

If you're 85 and very fit but out of money, whether you outperformed from 1990 to 2000 means nothing. If you're 50 and only have 1/3 of what you should have by now, you're not going to outperform your way up to where you should be. A very volatile portfolio increases the likelihood of panicking or making some other behavioral mistake.

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