Category Archives: Retirement Planning
The Good News and The Bad News About Retirement
The good news is that Americans are living longer, the bad news is that it costs a whole lot more to retire than it used to. But the rising cost of retirement has more to do with just longer life … Continue reading
What Will You Be Doing With This Year’s IRA Withdrawal?
Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep … Continue reading
Long Term Care Insurance Is Tax Deductible for Business Owners
By now most people, when planning for their “Golden Years”, know that they need to consider the possibility that they may need long-term care at some point in time, and that long-term care insurance is a logical option for this … Continue reading
NOW is the Time to Think About Long-Term Care
As Baby Boomers begin to retire and to think about life after retirement, many find that one of their primary concerns is that of long-term care. Some news sources seem to think that paying for long-term care is going to … Continue reading
Good News for Retirement Savings in 2012
The past few years have been very hard on retirement savings. As if the devastating impact of the economic crash on retirement assets wasn’t enough, many people weren’t able to sock away nearly as much as they’d like during the … Continue reading
Entrepreneurs, Family Business, and Estate Planning
If you’re an entrepreneur, or a small or family business owner, you have more to lose if you don’t have an estate plan. An estate plan help you protect not only your family and your assets, but also the business … Continue reading
There’s More than One Way to Name IRA Beneficiaries
Do you know the best way to pass your IRA savings on to your loved ones when you die? It sounds like a simple question, but naming beneficiaries for your IRA is not always as straightforward as it sounds. This … Continue reading
Is Planning for the Future Easier if You’re Single?
“The grass is always greener on the other side of the fence.” It seems that this old adage is appropriate for married people planning for retirement, who look over the fence at their single counterparts and imagine how much easier … Continue reading
An Inside Look at Retirement and Long-Term Care
What can we expect from our retirement years? We have financial advisors to help us look ahead and plan, but sometimes financial advisors can only take us so far; how does retirement look to someone who has been there? The … Continue reading
Addressing the Growing Financial Concerns of Baby Boomers
The “golden years” are supposed to be a time to retire and relax after a life of working hard for yourself and your family, but according to a recent story on NPR, Baby Boomers have some big financial concerns about … Continue reading
