Jan 15, 2017 | Protect Your Family, Tax Planning and Deductions
Admit it, you’ve wondered: just how long should you keep tax returns and other documents? The IRS addresses the question in their Tax Preparedness Series. Generally, it recommends keeping copies of tax returns and supporting documents at least three years. Some...
Nov 11, 2016 | Boomer Retirement, Protect Your Family, Retirement Plans, Retirement Reality
That’s the headline of another superb study by the Center for Retirement Research at Boston College. The issues, data, charts and methodology are all presented, and here is the study’s conclusion: “Households’ financial response to the kids leaving may seem like a...
Oct 24, 2016 | Protect Your Family, Retirement Plans
“For the first time since 2013, American parents list saving for college among their top two savings priorities, surpassing both retirement and general savings, and second only to emergency funds,” writes Tanza Loudenback in a highly interesting businessinsider.com...
Oct 20, 2016 | 401k, Boomer Retirement, Money and Aging, Planning for Longevity, Protect Your Family, Retirement Plans, Retirement Reality
“Working longer is becoming the go-to retirement plan for millions of older Americans who report they expect to keep working well into their retirement years,” writes Steve Vernon in another of his superlative MoneyWatch pieces for cbsnews.com. “Many say they need the...
Sep 12, 2016 | Asset Allocation, Boomer Retirement, Protect Your Family, Retirement Plans, Risk and Rewards
“College education trumps retirement savings for many parents,” according to an excellent piece on thinkadvisor.com that’s heavy on statistics—and financially stressful implications “A great disparity exists between how much children think their parents will...
Sep 8, 2016 | Boomer Retirement, Money and Aging, Pension Parameters, Planning for Longevity, Protect Your Family, Retirement Plans
“Whether you’re a millennial just out of college, a baby boomer about to retire or somewhere in the middle, it can often be difficult to know where to start when it comes to getting your finances on track,” writes Masood Vojdani in a terrific usnews.com piece...
