Retirement & Retirees

Investing in cash is one of the safer ways to go. While it cannot replace having other investments for long term financial and retirement planning, it can give you some short term peace...

One retirement income option is the reverse mortgage. These are becoming quite popular now because they provide retirees with a tax-free income. Planning for retirement income sources is important no matter your age....

By now, we all understand the importance of having retirement savings in the form of a retirement plan. These retirement accounts are set up so that you contribute a certain amount of money...

For the last few decades, retirement income has been described as a three-legged stool: company retirement pension, Social Security and personal savings. Now, that perception is rapidly changing. If you want to make...

I´m still young, but one thing I have is a retirement account. Why? Because the younger you start, the better you do. But you don´t have to be as young as I...

Ken Williams´s background is in banking and finance, and even with that experience, he says he "didn´t have a clue" about the little-known provision of ERISA (the Employment Retirement Income Security Act) that...

In honor of National Small Business Week, the National Federation of Independent Business , the nation´s largest small-business advocacy group, has included below four reminders of how American small businesses contribute to the...

As the April 17 deadline for tax filing looms (we get 2 extra days this year), it's time to make sure that you have been funding your retirement plan. Some, such as a...

If you're like many small business owners, you're never going to retire. You plan to continue working until it's over. Whatever "over" means. Unlike the goal of most working Americans, retirement is not...

Four Balls or One Strike? In baseball, four balls is a walk.  Today in New York, all it took was one strike, and lots of us were taking long walks - to...

No, it's not here yet. But before we reach the peak holiday gift giving season, it's important to remember some key issues that can impact your bottom line. The IRS will always get...

Yeehaaww! I'm stirring up the blogsphere a bit. I´d like to start this post off by acknowledging the folks who have linked to this series and offered their own spin on the...

Would you expect an insurance salesperson to do anything other than sell you insurance? That´s a question Michael Pollock and I explored at the end of a telephone call and podcast earlier today....

How to Battle the Coming Brain Drain "How to Battle the Coming Brain Drain Older workers are retiring in droves. How do you prevent their crucial knowledge from leaving with them? By...

Over the last several months, I have discussed several wonderful books. Find my posts about books here. It can be hard to keep track of them all, so I thought I would offer...

For the next several days, I will be writing about the cool book Claiming Your Place at the Fire: Living the Second Half of Your Life on Purpose by Richard Leider and David...