In previous postings, we discussed some of the factors facing prospective/current retirees. These factors were classified in three general categories: 1) factors over which we have total control, 2) factors over which we have some control, and 3) factors over which we have no control. The second category (factors over
In early May, we attended an “Inside Retirement” conference sponsored by Financial Advisors magazine; the topics were centered on “income and longevity.” Various nationally known speakers discussed pertinent items related to those themes. We found some presentations worthy of discussion here. Some presentations were individual speakers; some presentations, panel discussions.
Retirement is a popular topic of discussion and, in some cases, an item of concern. There have been television commercials of “What is your number?” and “Do you have enough money for retirement?” This Quarter’s newsletter discusses some of the factors that lead to a successful (financial) retirement. These factors
Individual Retirement Accounts (IRAs) have been a popular savings vehicle for a long time (since 1974). They became more popular with the Economic Recovery Tax Act of 1981. Contributions made into an IRA were usually tax deductible (depending on your income level) and grew tax deferred until money was taken
Over this three post session I’ll venture into a topic that most of us are familiar with but probably not prepared for. We all use technology in various ways. Some of us are more active using online resources than others. Have you stopped to consider what will happen to your
The news media has been reporting some of the discussions between the two major political parties in the “reduce spending/raise taxes” debates –especially as they relate to “entitlement” reforms such as Social Security. One of the items being mentioned by the presidential administration is a change in the method of