Vanguard Personal Pension Launches in the UK – Best Low-Cost SIPP Provider?
After much anticipation, I was pleased to notice that Vanguard has finally launched the much awaited Vanguard Personal Pension solution in the […]
Tag: retirement
US 403(b) Plans’ High Fees Eat Teachers’ Retirement Plans
One of my main missions as a fee-only investment advisor is to shine light on how every day professionals can best save […]
19 Top IRA Mistakes as of 2019
The US Individual Retirement Arrangement / account (IRA) is one of the world’s simplest, cheapest, most flexible, world-class tax shelters in which […]
Top 3 Financial New Year’s Resolutions for 2019
I find new year’s resolutions a great place to regularly set and review “SMART goals“. I am fortunate to live in Hong […]
Simple retirement calculator
As I have often mentioned publicly and in my book, I have long preferred a simple rule of thumb I call the […]
HKMC Annuity guarantees fixed income for life – is it a good deal?
This month, HKMC Annuity Limited, a wholly owned subsidiary of the HKSAR Government’s own Hong Kong Mortgage Corporation, closes its first subscription […]
How to have over $1,000,000 in MPF by age 40
If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed […]
US IRA Deadlines for 2018
Spring is here, Easter is this weekend, and April starts next week, which for Americans may all serve as reminders of the […]
MPF vs ORSO: How to Decide, How Much to Put In
When starting a new job in Hong Kong, some employers offer new employees the choice of MPF vs ORSO for retirement savings. […]
Investing Retirement Accounts: What rate of return vs level of risk to aim for?
When investing retirement accounts, we are often told to invest aggressively (mostly in stocks) when saving as young employees, and then rotate […]