Archive for the ‘Retirement Planning’ Category
Sunday, November 22nd, 2009
The number of reverse mortgages backed by the government jumped nearly 20 percent in March and April alone from the same period in 2008. At a time when seniors have seen their retirement assets depleted by market losses, tapping home equity has been a safety net. But it can be ...
Posted in Mortgages, Retirement Planning, Uncategorized | No Comments »
Monday, May 5th, 2008
It really doesn’t take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic. If you don’t know exactly where your retirement plan stands, get some advice – a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is a good start – ...
Posted in Retirement Planning | No Comments »
Monday, May 5th, 2008
There are plenty of days when we want to “take that job and shove it.” But what happens when we’re sick of a job we’ve created for ourselves in a business we’ve founded?
The idea is to make a plan that allows you to get out before you tire ...
Posted in Business Planning, Retirement Planning | No Comments »
Saturday, January 5th, 2008
It’s getting to be the case that virtually any standalone investment product sold to individuals can be repackaged into a mutual fund. It makes a lot of sense – everyone already knows what a mutual fund is, and all that’s left to explain is the objective, availability of capital, specific ...
Posted in Investment Management, Retirement Planning | No Comments »
Saturday, January 5th, 2008
One of the provisions of the Pension Protection Act of 2006 was to allow companies to automatically enroll their employees in their companies’ 401(k) plans, but it wasn’t until last October that companies got guidance on the categories of investments they had to choose for their workers’ contributions.
The ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s), Investment Management, Retirement Planning | No Comments »
