Posts Tagged ‘Retirement’

Getting Stated SIG 13 Feb. 2010

Saturday, February 13th, 2010

“The Bogleheads’ Guide to Retirement Planning”

We’ll review some key lessons from this new book on how to plan for, invest for, and manage your retirement. Advice for youngsters just starting out, and oldsters already in retirement.

Click to view or download the PowerPoint file

Click here to order the book from Amazon.com

Open Forum (Getting Started SIG 11 July)

Saturday, July 11th, 2009

Today we have an "open forum" and cover a menagerie of topics of current interest. We’ll take a look at current market valuations, the "Golden Cross", the "New Normal", what it takes to retire today, and anything the group wants to take up.

Making the Last Check Bounce

Friday, February 8th, 2008

The Getting Started SIG topic for Saturday, 9 Feb 2008 will be:

Making the Last Check Bounce

Exhausting your retirement portfolio before you die can be embarrassing. How much can you safely withdraw each year without running out (or leaving too much to your no-good kids)? The conventional advice from financial planners is more risky than you think. We take a look at the odds in today’s markets, and consider strategies to avoid a dog-food diet.

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Presentation for viewing or download

  • Flash Video version with audio narration, 24 minutes. (Takes a few seconds before video starts). If you have trouble reading the smaller text, you may view the full resolution version below in Internet Explorer.
  • PowerPoint version without audio. (May be viewed online in Internet Explorer or downloaded)

See the agenda of the Houston Investors Association for time/place details.