Feeds:
Posts
Comments

Posts Tagged ‘Baby Boomers’

Coming ‘Of Age’ – ‘Retirement Age’ That Is…

Posted in Retirement, tagged , , , , , , , on January 27, 2012 | 2 Comments »

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of decisions to be made regarding workplace and government provided benefits. Decisions regarding pension payouts may be mind-numbing – (a) single life, (b) joint life -100% benefit, (c) joint life – 50% [...]

Read Full Post »

Falling Behind on Retirement: What Would Tim Tebow Do?

Posted in Retirement, tagged , , , 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 [...]

Read Full Post »

5 Common Retirement Planning Mistakes (and How to Fix Them)

Posted in Retirement, tagged , , , , , , , , on October 31, 2011 | 3 Comments »

The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the worst economic downturn since the Great Depression. Not only have baby boomers witnessed their retirement accounts shrink by as much as 50% during 2008, they also have to deal with anemic yields on bonds [...]

Read Full Post »

Are Your Adult Kids Mosquitoes, Leeches or Vampires?

Posted in Financial Planning, tagged , , , , on September 2, 2011 | 2 Comments »

According to a recent survey commissioned by the National Endowment for Financial Education (NEFE), nearly 60% of parents provide financial support to their adult children when they are no longer in school. So what do kids have in common with mosquitoes, leeches and vampires? They both can be draining. While one may want your blood, the other [...]

Read Full Post »

Secure Your Mask – Is Helping Your Children Ruining Your Retirement?

Posted in Budgeting, Kids and Money, Values, tagged , , , on November 17, 2010 | Leave a Comment »

When talking with baby boomer clients about their biggest challenges in recent years, there’s no surprise that adult children are often near the top of the list. For many baby boomers, adult children can represent one of their biggest expenses. This can manifest itself through increased gifting, helping with mortgages, rent, child care or other [...]

Read Full Post »

I am Sorry… For Now. One GenX Apology

Posted in Education, tagged , , , , , on November 16, 2010 | 3 Comments »

My wife and I are trying very hard to raise four children in a very difficult environment. I live in Elkhart, Indiana which the New York Times called “the white-hot center of the meltdown of the American Economy.” Some neighbors are buried in debt, some have foreclosed on homes. Most struggle to keep some sense [...]

Read Full Post »

Rebels Without a Cause? Maybe Not … (Part 2)

Posted in Retirement, tagged , , , , , , , on October 6, 2010 | Leave a Comment »

Read Part 1 of Rebels Without a Cause? SOCIAL SECURITY SHOULD BE MEANS TESTED? Social Security today is ‘means’ tested in that your benefit payments, which are otherwise income tax free, become subject to inclusion in income for taxation purposes at $25,000 or $32,000 depending on your filing status.   Furthermore, anywhere from 50% to 85% [...]

Read Full Post »

Follow

Get every new post delivered to your Inbox.

Join 3,141 other followers