Browsing: Retirement

Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong driver, like…

A New Year’s resolution is a promise to yourself to do something good in the year ahead. If you are older than 65 and retiring or…

Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes…

It’s not uncommon for CMOs to start thinking about retiring in their early 50’s. I have several acquaintances who have chosen to take the early retirement…

If you’re already retired, you may think you’re finished with your retirement planning. Most likely, you’ve already made several critical decisions, such as when to retire,…

Studies have shown that you’re much more likely to achieve the retirement you want by setting retirement goals and taking steps to achieve them. Without goals…

Mother, age 85, liked freedom with her cash. She used her money without keeping track of her spending. She forgot to check her bank statements and…

You aren’t alone if you are missing some retirement account assets. Sadly, many have forgotten old 401(k)s or other retirement plan assets. According to Capitalize, a…

Let’s say you just had your 50th birthday party. Can you still retire a millionaire? Retiring a millionaire is quite simple, but it’s not easy. Otherwise,…

There is a seemingly endless debate about whether Americans have sufficient savings for retirement (for example, see these pieces from the American Enterprise Institute and the…