Archive for the ‘Retirement Planning’ Category
Monday, May 5th, 2008
It really doesn’t take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic. If you don’t know exactly where your retirement plan stands, get some advice – a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is a good start – ...
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Monday, May 5th, 2008
There are plenty of days when we want to “take that job and shove it.” But what happens when we’re sick of a job we’ve created for ourselves in a business we’ve founded?
The idea is to make a plan that allows you to get out before you tire ...
Posted in Business Planning, Retirement Planning | No Comments »
Saturday, January 5th, 2008
It’s getting to be the case that virtually any standalone investment product sold to individuals can be repackaged into a mutual fund. It makes a lot of sense – everyone already knows what a mutual fund is, and all that’s left to explain is the objective, availability of capital, specific ...
Posted in Investment Management, Retirement Planning | No Comments »
Saturday, January 5th, 2008
One of the provisions of the Pension Protection Act of 2006 was to allow companies to automatically enroll their employees in their companies’ 401(k) plans, but it wasn’t until last October that companies got guidance on the categories of investments they had to choose for their workers’ contributions.
The ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s), Investment Management, Retirement Planning | No Comments »
Tuesday, October 31st, 2006
A lot is being written about how much money Americans can withdraw from their investments to fund their retirement years. Now, a new research institute launched by Fidelity Investments has outlined the order in which money should be withdrawn from various tax-deferred and taxable investment ...
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Tuesday, July 18th, 2006
More than 30 million Americans are RVing these days. But as romantic as it may appear, would-be buyers or renters of recreational vehicles need to do more than test drive a “home on wheels” before joining the avid community of those who live life on the ...
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Wednesday, June 21st, 2006
First, it was the combined whammy of the tech wreck and the post-9/11 recession that battered our 401(k) accounts. Next was inflation in health care and education costs that further diverted indebted consumers from concentrating on retirement. Now come the headlines that any company facing tough ...
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Tuesday, April 25th, 2006
On any given day, you will find not one but several studies that examine the current state of affairs for Baby Boomers, the 77 million Americans born between 1946 and 1964 that are now slowly approaching retirement. And what’s emerging is an interesting, though at times bleak, picture of one ...
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Sunday, March 26th, 2006
Launched in 1935 during the Great Depression as a principal component of Franklin D. Roosevelt’s New Deal recovery program, the Social Security System has earned an unquestionable reputation for the reliability of its stream of monthly checks to retirees, the nation’s first comprehensive source of retirement income.
But did the laws ...
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Saturday, October 8th, 2005
Starting January 1, 2006 Medicare will offer for the first time in its 40-year history coverage for prescription drugs. The coverage, which is called Medicare Part D and is voluntary, will be available to all people with Medicare, regardless of income level and resources, pre-existing conditions, or current prescription expenses, ...
Posted in Healthcare, Retirement Planning | No Comments »
