Jun 30, 2016 | Asset Allocation, Money and Aging, Pension Parameters, Planning for Longevity, Retirement Plans, Tax Planning and Deductions
“One of the most difficult parts of deciding how to spend and save your money is prioritizing. Most people have many important financial goals including paying off debt, saving for retirement, buying a home and saving for a college education for your children. And you...
Jun 27, 2016 | Health Care Costs, Money and Aging, Planning for Longevity, Protect Your Family, Retirement Plans, Risk and Rewards
You may not think of it this way, but good health does bring with it certain costs. For one thing, possibly pushing back a planned retirement. “When Americans think of retirement, 65 is often the magic number that pops up. That’s probably because the age to...
Jun 23, 2016 | 401k, Asset Allocation, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards
“Picture your first years in retirement and a lot of happy images probably come to mind: fun times with the grandkids, long-postponed travel and days free of deadlines and schedules,” writes the always interesting Kelley Holland in a cnbc.com piece headlined 5...
Jun 21, 2016 | 401k, Asset Allocation, Money and Aging, Planning for Longevity, Protect Your Family, Retirement Plans
In an excellent piece for usnews.com headlined Retirement Planning Decisions You Might Later Regret, Emily Brandon writes that “many decisions you make during your career have a big impact on how comfortably you will be able to live in retirement. Something as simple...
Jun 17, 2016 | Do You Know
There’s seemingly no end to scam variations out there, and here’s one outlined by the IRS that provides valuable cautionary reading for all taxpayers: WASHINGTON — The Internal Revenue Service [on May 27] issued a warning to taxpayers about bogus phone calls from IRS...
