Funding Retirement and College Costs, too? How?
Retirement planning and college funding are, for many parents, hopelessly connected. The reason is simple: Whatever is spent on college usually comes at the expense
Retirement planning and college funding are, for many parents, hopelessly connected. The reason is simple: Whatever is spent on college usually comes at the expense
Did you know it’s possible for a grandparent to gift $10,000 to a grandchild for a college education and end up costing the family up
Mantaining a sound investment strategy can help put your children on the road to a valuable four-year college degree. Did you know that on average,
The Great Recession has many older Americans considering the prospects of staying in the workforce past their normal retirement again. But, working past your normal
It depends on how you do it! Changing or leaving a job can be a tumultuous experience. Even under the best of circumstances, making a career
Ready for Retirement? Are you ready for retirement? Here are five words you should consider. Here’s some food-for-thought from the Financial Planning Association: Three Key
Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline
Enter Longevity Insurance – But Look Closely Before You Buy. You name the fear, the financial industry will come up with a solution to sell. These
Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,
Did you know that property transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving
We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.
Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.