Retirement Articles
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Biggest Retirement Mistake
Americans approaching Retirement remain mistaken about key aspects of retirement. Becauase of this, they risk going into their nonworking years with inadequate resources. Retirement could be full of surprises for a number of Baby Boomers. An annual survey by the Employee Benefits Research Institute shows many Americans are confident about their retirement years. In the […]
Medicare Drug Deadline Draws Near
The deadline for Medicare beneficiaries to sign up for the new prescription drug plan is drawing near. To avoid penalties, seniors who are in Medicare must sign up for a plan under Part D of Medicare by May 15, 2006. The penalty, if you sign up for a plan later, is an increase in the […]
Investing Education for Grandkids
Recently, when I was the guest on a radio show, the host asked where young people learn about money, investments, and personal finance. Schools are too busy with diversity training and sex education to teach personal finance. Even at the college level practical money management is scarce. Many parents, especially, the Boomers, try to keep […]
How to Make Your Portfolio Last Forever
Managing your assets as you roll into retirement is a lot different than it used to be. Or at least it should be. The days of rolling all your assets into bonds or CDs are over. Traditional retirement or financial plans make a number of simple assumptions. At retirement, the plans assume the retiree will […]
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How to Jump Start a Lagging Retirement Plan
There is a little-known retirement plan that can boost the retirement savings and tax benefits of small business owners. For the right person, the plan can boost retirement and tax benefits well beyond those of traditional plans. Unfortunately, some advisors are abusing the law and putting their clients’ retirements at risk. The retirement plan is […]
Should You Buy or Rent the Second Home
The real estate markets are changing, especially those in resort and vacation areas. Home prices streaked upward from 2000-2005, causing us to address the possible “housing bubble” several times in this newsletter. Those articles are on the web site Archive. Now, the forecasts we made the last few years are looking accurate. The hottest housing […]
6 Easy and Legitimate Ways to Protect Assets
Many people consider asset protection to be part of an estate plan. Protecting wealth from creditors, lawsuits, and other claims during life can be just as important as protecting it from taxes. A good plan also can protect assets from claims against your heirs. Assets can be protected without elaborate schemes that involve multiple levels […]
Strategies to Pay for Long-Term Care
Are consumers doing the right thing by not purchasing long-term care insurance? Insurers long have been frustrated by the small number of people purchasing LTC insurance. Though more people enter the target age group for the policies, few buy. In 2004, 326,000 new policies worth $700 million were sold. That was a 25% decline from […]
