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The Emotional Side of Retirement Planning

Historically people retired when they reached 65 seemed to stay close to home and typically died within a few years Today the concept of retirement is very different It is not unusual for people to work well into their 70s or even 80s at their current job or at a different job...
Posted On 15 May 2017

An Overlooked Way to Pass Down Your Home Without Probate: The Life Estate

In my experience most people remember to do basic estate planning tasks like adding beneficiaries or a Transfer on Death designation to important financial assets But what about your home In my experience most people remember to do basic estate planning tasks like adding...
Posted On 15 May 2017

Tips For Seeking Retirement Income Through Closed-End Funds

Live by the sword die by the sword That could be the motto of closed end 160 funds CEFs They have long been a valued source of retirement income That s largely due to the use of leverage or borrowed money to buy securities by many CEFs 160 Eighty percent of fixed income Source
Posted On 15 May 2017

Are You Ready For The Four Phases Of Retirement?

By Leon C. LaBrecque, CFP®, CFA, CPA I had the great pleasure of visiting the MIT AgeLab again. The AgeLab was started in 1999 to invent new ideas and creatively translate technologies into practical solutions that improve people’s health and enable them to “do things” throughout...
Posted On 15 May 2017

An Annuity Can Help Restore Your Confidence in Retirement

Sometimes we forget just how fragile a nest egg can be Sometimes we forget just how fragile a nest egg can be SEE ALSO Quiz Are Annuities Right for You SEE ALSO Quiz Are Annuities Right for You When the economy tanked in 2008 retirees watched in horror as U S markets suffered Source
Posted On 12 May 2017

A Mother’s Day gift for baby boomer moms

This Mother s Day as I ve done for many years I ve been reflecting on my own mom and how she was a key motivator behind why I m passionate about tackling the retirement challenge My mother was a high school math teacher and she and my father worked hard to build a stable life for...
Posted On 12 May 2017

3 Key Steps To Save More For Retirement

By Mike Loo, MBA One of the most common questions a financial advisor hears is, “Am I saving enough for retirement?” This seems to be at the top of people’s minds, especially as they get older. Because every person’s dreams and goals are different, there’s no one-size-fits-all...
Posted On 12 May 2017

One Way Retirees Could Pay 0% in Capital Gains Taxes

Could your capital gains bill be lower than you think Most people are surprised to learn that instead of a uniform rate there are actually three federal long term capital gains tax rates Could your capital gains bill be lower than you think Most people are surprised to learn that...
Posted On 12 May 2017

Financial Planning: Go One Step at a Time

Have you ever tried to build something from scratch without directions Have you ever tried to build something from scratch without directions SEE ALSO Is 1 Million Enough to Retire SEE ALSO Is 1 Million Enough to Retire Recently I ordered a dresser for my living room online Source
Posted On 12 May 2017

Battle Isolation by Staying Engaged

No matter how busy she is and even when she s on vacation Erin McLeod stops every night at 10 p m to make a phone call On the other end is her 104 year old friend Henrietta Daytz in her assisted living facility in Sarasota Fla McLeod asks about Henrietta s day and wishes her a...
Posted On 11 May 2017