2040 Investments Retirement Planning 
Random Roger's Retirement Planning
DECEMBER 28, 2024
It would take an extreme move up in rates to cause a big move in the price of a two year instrument, very extreme, but if that happened, the time needed to bail you out would be very short as opposed to be far underwater on an issue that matures in 2035 or 2040. The argument I've been making has been simpler.
WiserAdvisor
MAY 22, 2025
The average life expectancy in the United States now stands at nearly 80 years, and by 2040, 20% of Americans will be over the age of 65. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Random Roger's Retirement Planning
APRIL 22, 2024
Jason Zweig wrote an article titled How Not to Invest in the Bond Market. An individual 20 year treasury bond bought when yields were at their lowest will return 100 cents on the dollar when it matures in 2040. The title of course piqued my interest. This blog has pretty much evolved into 100 ways to build a portfolio without bonds.
Random Roger's Retirement Planning
DECEMBER 20, 2023
Someone who is today 50 making $75,000 (I saw that as an average salary in some article recently), wanting to retire at 67 in 2040 can expect to get $26,596 ($2133/mo) from Social Security in today's dollars. There is no reason our retirement should be so dependent on the stock market over which we have little to no control. "
WiserAdvisor
MAY 3, 2023
A financial advisor can help you understand how to factor your health into your financial planning. This article will further explore how health issues can impact your finances and investments that can help you target health-related expenses. What is health or medical financial planning? Here are some options: 1.
Expert insights. Personalized for you.
52 
Let's personalize your content