Archive

Retirement planning is becoming increasingly difficult for many pre-retirees; and it’s virtually ignored among the young – so, what else is new?  Expectations may a

Financial planning, whether for retirement or anything else, can sometimes appear a little  boring to many people.    How much do most people really know

TEN THOUSAND AMERICANS TURN AGE 65 EVERY DAY! For some, making the decision to claim retirement benefits early may be right choice.  But by claiming

The only difference between a taxidermist and a tax collector is that the taxidermist only takes your skin. – Mark Twain Don’t try to keep

Politicians, journalists, and lawyers never retire – at least, it seems that way.  Arnold Palmer was once asked when he would retire and he said,

This, courtesy of the Financial Planning Association (FPA), of which I am a member: A U.S. Tax Court ruling on IRA rollovers has the IRS

We’re living longer.  No news.  During your working years you’re saving and  accumulating assets.  That’s not normally the case for those who retire. Retirement is

… Why Should you care? You invested, probably heavily, in your American Dream; and you have a lot riding on it. Before you can cash-in

If you’re planning your retirement about now, it’s worth coming to this realization:  You’re entering a new stage of life.  It’s a simple statement; but,

Reverse mortgages can be worthwhile; but, there’s no free lunch.  Here are some issues to review. A reverse mortgage is a loan against the value