Category Archives: Retirement Planning
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 it must be for them. According to a recent article in the New York… Read More »
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 author of this article in Reuters writes that she learned quite a bit about… Read More »
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 the future, many of which involve how they will pay for health care in… Read More »
Retirement Assets May Be Unpleasant Surprise for Heirs
You’ll often read news articles or blog posts about saving for retirement—when to start, how much to save, what savings or investment plan is best—but there’s an important retirement topic which often goes underreported: How these retirement accounts impact your heirs. As noted by this article in the Wall Street Journal, “The new, higher… Read More »
The Entrepreneur’s Guide to Retirement
Everyone knows that entrepreneurs and small business owners often march to the beat of a different drum. After all, in order to start (and keep) a successful business you have to have a somewhat different and dynamic way of looking at the world and its possibilities. But this different way of looking at the… Read More »
Retirement Planning Goes Back to its Roots
When it comes to retirement planning you can find suggestions, rules and guidelines of just about every shade, but it wasn’t until this article in the U.S. News and World Report that we’ve seen the biblical “7 Deadly Sins” applied to retirement planning. The tone of the article is light and tongue-in-cheek, but the… Read More »
The Benefits of a Retirement Trust
Most of us start thinking about retirement as soon as we get our first job. Even if we can’t start saving as much as we’d like right away, we know it’s there, looming on the horizon, and we think about it. The closer we get to retirement age the more we begin to consider… Read More »
How Successful CEOs Keep the Family Business in the Family
How long will your family business stay in the family? One generation? Two generations? How about 4 generations down the line? The truth is that very few family business stay in the family beyond the first generation. Statistically, Only 40% of family owned businesses survive to the second generation, 12% to the third, and… Read More »
Coming in 2012: Change for Retirees
Last month the Obama administration released their budget for the 2012 fiscal year, and included in that budget were a few things that retirees (or those close to retiring) will want to be aware of. If you own a business you may want to keep reading as well, as some of the proposals within… Read More »
Retirement Advice for EVERY Age
“Retirement”—It’s a word that goes hand-in-hand with “Baby Boomer” these days. After all, as has been pointed out over and over again, retirement is the issue of the hour as the first round of Baby Boomers hits that magic age. But what about the younger set? Is there anything that twenty- or thirty-somethings should… Read More »