Category Archives: Retirement Planning
Recent Polls Reveal the Tide is Turning Regarding Retirement Living
Where do you plan to live when you retire? 50-somethings and near retirees used to dream of moving to Arizona, California or Florida when they retired; planning to give up the responsibilities of mowing lawns and shoveling snow for a … Continue reading
What Do Current Retirees Have to Say About Retirement?
There are plenty of articles out there about how to prepare for retirement, what to expect in your retirement, how difficult it may be, how easy it may be, what to tell your kids, what to tell your parents, and … Continue reading
Low Interest Rates Good for Borrowers, Bad for Retired Seniors
If you’re nearing retirement and looking forward to living off the interest of your retirement savings you may have to consider staying in the job market for another year or so. Interest rates have hit record lows recently; a turn … Continue reading
Start Planning Now to Help Your Parents—And Yourself—In Retirement
This recent article in CBS MoneyWatch is calling attention to what they call “the national retirement nightmare.” The article points out that what used to be the simple plan of socking away a little bit of money from each paycheck … Continue reading
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
