Dec 29, 2014 | Planning for Longevity, Protect Your Family
You’re in retirement, money is definitely an issue and some budget-cutting is in order. But what to cut? In an excellent usnews.com piece headlined 4 Ways to Reduce Expenses in Retirement, Joe Udo provides several smart ideas. Excerpts from his piece: “Relocate and...
Dec 23, 2014 | Do You Know, Retirement Plans, Tax Planning and Deductions
If, as the motivational mantra has it, goals are dreams with deadlines, then what have retirement goals to do with deadlines? As they pertain to taxes, quite a lot, actually. So as the end of year approaches, we came across some helpful reminders about key retirement...
Dec 19, 2014 | Do You Know
An irs.gov press release issued on Nov. 25 that’s worth your attention: WASHINGTON ― The Internal Revenue Service today reminded individuals and businesses making year-end gifts to charity that several important tax law provisions have taken effect in recent years....
Dec 17, 2014 | Boomer Retirement, Company Retirement Plans, News, Planning for Longevity
A fa-mag.com piece notes that “baby boomers and Gen Xers have the highest rates of mutual fund ownership in 2014, according to the Investment Company Institute’s annual survey of U.S. households.” Other excerpts from the article: “Fifty-one percent of households...
Dec 15, 2014 | Boomer Retirement, Do You Know, Planning for Longevity, Retirement Plans
How big is the U.S. retirement crisis? That’s the headline preceding another superb cbsnews.com MoneyWatch piece by Steve Vernon, who writes: “It seems that practically every week you read an article about a looming retirement crisis in the U.S. That prompts a round...
