Thursday, June 20th, 2013

Retirement Planning’s Big Gap: Have You Planned for Long Term Care?

Have You Planned for Long Term Care? You or your spouse are increasingly likely to have a Long Term Care event during your retirement years. But most people don’t realize how expensive Long Term Care can be. And contrary to what many people believe the majority of it is not covered by most private health [...]

Checks and Balances for Your Financial Future

May 15, 2011 by  
Filed under Retirement

Checks and Balances for Your Financial Future This video discusses the current state of social security, retirement plan and retirement savings planning, and the status of the economic recovery. Here is the video on Youtube:

How to Calculate Retirement Income

February 19, 2011 by  
Filed under Retirement

How to Calculate Retirement Income It can be difficult to calculate retirement income because it’s hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in [...]

Retirement Myths

February 12, 2011 by  
Filed under Retirement

Retirement Myths It’s tough enough to face retirement without having to worry about whether popular misconceptions are true. Retirement myths have continued to grow with the late 2000s recession and the coming retirement of the baby boomers. No More Social Security Social Security is in danger of failing, but reform can save the faltering system. [...]

Life Insurance – Retirement planning

August 21, 2010 by  
Filed under Retirement

Life Insurance – Retirement planning Is Social Security going to be around when you need it? Maybe NOT, YOU NEED RETIREMENT PLANNING and LIFE INSURANCE! Here is the video on Youtube:

Inflation and retirement

July 31, 2010 by  
Filed under Retirement

Inflation and retirement The unrecognized facts of inflation and retirement and how to adjust Here is the video on Youtube:

Study Examines Private Home Health Care Utilization

Women Use Fewer Days Per Week; Most Users Over Age 70 More women receive privately paid for care at home for lingering health issues with more obtaining this care at older ages than men according to a new report from the American Association for Long-Term Care Insurance. Nearly 60 percent of those receiving care were [...]

Protection during the Golden Years: Health insurance policy and Retirement

October 13, 2008 by  
Filed under Retirement

Protection during the Golden Years: Health insurance policy and Retirement If you haven’t built your nest egg for retirement, now is the time start thinking about how you may need to subsidize your retirement income. Relying on Social Security alone may only provide you with a small portion of what you might need to live [...]

Rolling Your 401k

July 5, 2008 by  
Filed under Annuities, Life, Planning, Retirement

When we start out work for the first time, we believe that we would stay with the same company until retirement and have a comfortable retirement life with all the money we have saved in our 401k account. Unfortunately this does not happen. In present day and time, we end up changing jobs several times [...]

Income Tax Burdens For the Non-Spouse Beneficiary: Perils of Failing to Roll a 401k into an IRA

Have you heard about a “stretch IRA” and wondered if it was some special kind of IRA? Well, it isn’t. In the simplest terms, a stretch IRA is an IRA that has a beneficiary designation that provides for the possibility of maintaining the tax deferred status of the IRA after the death of the IRA [...]

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