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Planning for retirement is much more difficult for Baby Boomers than it was for previous generations, for many reasons. One of those complicating factors is the disappearance of company pension funds. Many companies are phasing them out these days, either by discontinuing them entirely or offering lump-sum payments in the…
Like most people, you probably have a good idea of how you want to live in retirement. But you might also worry about making the transition to a fixed income. It can be scary to take that leap of faith, but implementing these six steps in the years before your…
At the turn of a new year, how are you feeling about your retirement savings? Whether or not you were able to stash the maximum allowable amounts in your retirement fund last year, 2017 brings a brand new opportunity. To best prepare for your eventual retirement, you should be trying…
If you’re caring for aging parents, you might find yourself in an interesting position. Your own kids might be in college, or starting their own careers and families. They still need you! Meanwhile, your parents need help with legal and financial issues, or even daily care such as bathing, dressing,…
In addition to your holiday shopping and festivities, you might feel like contributing to a charity at this time of year. But because your charitable donations can help you earn a valuable tax deduction, it’s important to learn the rules regarding these tax incentives. Choose the right charities. You probably…
According to a recent survey, only 24 percent of baby boomers felt confident that they would have enough money to last throughout retirement. An alarming number (45 percent) had no retirement savings at all, and 42 percent had saved less than $100,000. Whether you fall into the confident group, or…
The road to retirement can be winding, bumpy, and full of potholes. It can be difficult to know whether you’re ready to retire, or how to plan your distributions so that your money will last for the rest of your life. Obviously, working with a skilled financial advisor can help…
It’s that time of year again! No matter how carefully you’ve planned and budgeted in the past, there’s always the temptation to overspend during the holiday season. A festive mood (and a bit of social pressure) can push even the strongest among us to whip out the credit card one…
With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…
Whether you are currently retired or still a member of the workforce, there’s a good chance that part of your retirement income will come from Social Security benefits. Since the Administration makes changes to the program on a regular basis, you can’t just make retirement plan and then forget about…
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