Learn how to set a financial goal that will set you up for a stress-free retirement
Americans are increasingly glum about the odds they will enjoy a secure retirement, and those concerns flow across generational lines. New research by the nonprofit Transamerica Center for Retirement Studies reveals that 45 percent of Baby Boomers expect to experience a reduced standard of living in retirement. Meanwhile, 83 percent of Generation X workers anticipate …
The Following is a guest post from Jack Teboda, president and founder of Teboda & Associates. Jack has more than 35 years experience helping people pursue financial independence through personalized investment strategies. His firm takes a team approach to providing advice to clients on retirement concerns and other financial planning issues. Teboda works with Kevin C. Sanders, …
The following is a guest post from David Warren, the senior writer and lead researcher at HardStacks. He has been a financial engineer for over 30 years and has been investing in alternative assets since the Great Recession of 2008. He has a true passion for learning about economic cycles and educating others on how to …
Instead of dreading each weekday and spending your working years dreaming about retirement, and how much more enjoyable life will be at some future point in time, it is possible to embrace a retired lifestyle, and break free of the daily grind, long before retiring. Here are five ways to get it done. Maximize Vacation …
Author Jessica Bruder, journalist and professor at Columbia Journalism School, joins On Point host Tom Ashbrook to discuss her book “Nomadland: Surviving America in the Twenty-First Century.” In the years since the Great Recession, a new population of older Americans has taken to the road – in RVs and campers and just their cars – …
The following is a guest post from Ernie Burns, president and chief executive officer of Burns Estate Planning and Wealth Advisors. Ernie has more than 25 years’ experience in retirement income planning. He is an Investment Adviser Representative, and also is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member (MDRT). …
Estate Planning is Not Just for the Ultra-Rich Anymore Read More »
Back in October 2015 I posited that net worth is a useless metric, particularly with respect to retirement planning. I argued that at the end of the day, the only thing that really matters is how much income you can generate from your passive and portfolio sources. Measuring net worth often distracts people from this reality. Primary …
Forget About Your Net Worth When Retirement Planning Read More »
I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To care for him who …
The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making …
The following is a guest post from Jaime Cowper, president of Unity Financial Advisors, and an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisory Firm. A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone? Maybe …
Leave The Legacy You Want With This End-Of-Life Checklist Read More »
