Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second youngest of six children, I was not often asked to share my wisdom. It seemed to go pretty smoothly though and my family actually seemed interested in [...]
Archive for the ‘Retirement’ Category
Are You All Set?
Posted in Retirement, tagged health, Investments, powers of attorney, Retirement on February 8, 2012 | Leave a Comment »
Falling Behind on Retirement: What Would Tim Tebow Do?
Posted in Retirement, tagged Baby Boomers, challenges, financial goals, Tim Tebow on January 26, 2012 | Leave a Comment »
Have you ever considered football as a metaphor for life? Over life stages or quarters, players with different jobs and strengths work together, and share moments of pain and glory. Why? To triumph over adversity and “win”. To win at life or football takes gut-busting hard work at each stage of the game. But the pressure [...]
Elder Financial Abuse and You
Posted in Retirement, tagged financial abuse, financial fraud, financial scams on November 14, 2011 | Leave a Comment »
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and resources for those who may have been abused. Financial abuse doesn’t only happen to those that come across a Bernie Madoff or those that approach seniors from the financial world; it [...]
Is Your 401(k) the Best Place to Invest?
Posted in Retirement, tagged 401(k), company match, company retirement plan, diversification, emergency reserve, investing, IRA, Roth IRA on October 24, 2011 | 2 Comments »
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing to maximize your investing for the long haul. Many individuals start to engage in the planning process once they reach a point where they are starting to save beyond the minimum [...]