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  Planning Perspectives
Researched and time-sensitive tips for planning your family's wealth

Archive for October, 2009

WHY EVERY COLLEGE FRESHMAN SHOULD START A ROTH IRA

Thursday, October 1st, 2009

At no time since the Great Depression have college students worried more about money. Tuition continues to rise, financing sources continue to contract. So why should a student worry about finding money for, of all things, retirement? Because even a few dollars a week put toward a Roth IRA can ...

What if Your Employer Doesn’t Want You to Retire? Planning for a Second – or Third – Career Act

Thursday, October 1st, 2009

The mass Baby Boomer retirement anticipated over the next 20-30 years is expected to create an overall U.S. labor shortage of 35 million workers. That’s potentially good news for future retirees who either want to work or need to work due to the recent investment downturn. A recent study ...

Re-setting the Business Exit Plan in a Tough Economy

Thursday, October 1st, 2009

The unpredictability of the markets and the economy has reset plenty of retirement plans, and that’s been especially true for business owners. Business owners on the brink of retirement are facing potentially the worst conditions for selling or handing off a business in decades. But their circumstance should serve ...