The Navigoe Blog

Month: September 2013

Social Security Planning: Distributions for an unmarried person

Social Security planning is an often overlooked part of financial planning.  This is a potentially costly mistake.  Depending on your income level prior to retirement, Social Security retirement benefits will replace as much as 26-56% of your pre-retirement income.  Even more startling, for nearly a quarter of married retirees and half of unmarried retirees, Social…

Read More

We don’t need another hero

In a recent article, CBS Marketwatch proclaims “Legg Mason’s Bill Miller is No. 1 Again.” The one-time superstar fund manager has made the journey from hero to zero and apparently back again to hero. But it’s an interesting journey, wherein lie important lessons about investing and hero worship. From the start of the 1990s to…

Read More