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3 Common Estate Planning Mistakes Among Boomers

By Michael Capriotti, CEP® They are the first generation who was tasked with the responsibility of planning for and funding their own retirement. And now the baby boomers, the massive cohort of individuals born between 1946 and 1964, are beginning to trickle into retirement. As...
Posted On 28 Jun 2017

How Retirees Can Tackle Longevity Risk

Medical advances and better awareness of nutrition and fitness are helping us all to live longer healthier lives This is indeed great news But comes with an important caveat Longevity has become the biggest risk when you are planning for retirement Medical advances and better...
Posted On 28 Jun 2017

What to Consider Before Filing for Social Security Early

One of the most important decisions you ll make when planning your retirement is when to begin taking your Social Security payments This is important to me because I have seen how making the wrong filing decision can have long term consequences One of the most important decisions...
Posted On 28 Jun 2017

Thriving After an Early Retirement

Then Then When we featured Myrna Oliver in the December 2007 issue of Kiplinger s she was 64 years old and had met her goal of retiring the mortgage on her downtown Los Angeles condo before she retired from her job Oliver had paid off her 7 5 loan eight years early when she was...
Posted On 25 Jun 2017

What to Know About Enrolling in Medicare Part B

SEE ALSO 10 Things You Must Know About Medicare SEE ALSO 10 Things You Must Know About Medicare Many people who are still working just sign up for Medicare Part A at 65 because it s free and delay signing up for Part B while they re covered by their employer s insurance But you...
Posted On 25 Jun 2017

Rethink These 3 Financial Strategies Every Decade (or sooner!)

I recently met with a new client in her late 50s who is thinking about retiring soon She was so excited that her youngest daughter would be graduating college next year and then would be off the payroll which would certainly free up her cash flow to boost her last minute...
Posted On 25 Jun 2017

A 50-Year Plan for Retirement Savings

Ric Edelman likes to think big He runs a nationwide financial planning firm He hosts a weekly radio show He has written several best selling books on managing money He s ubiquitous on PBS with shows such as The Truth About Retirement And in his spare time he has crafted a plan to...
Posted On 25 Jun 2017