by Christine | Aug 9, 2013 | Family Business, Retirement, Small Business |
If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and your life...
by Christine | May 30, 2013 | Annuity, Elder Law, Estate Law, LIfe Insurance, Retirement |
"Often times these products are sold based on the moment in time," said Richard Coppa, managing director of Wealth Health, a financial advisory firm. "A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people were so...
by Christine | Apr 17, 2013 | Budget, Estate Planning, Individual Retirement Accounts (IRA), Retirement |
The proposal is being spun as a way to prevent wealthy private-equity executives from amassing huge IRAs—like Mitt Romney’s, once estimated to be worth as much as $100 million. But it would also curb the savings ability of self-employed professionals like doctors and...
by Christine | Jan 29, 2013 | Elder Law, Estate Planning, Individual Retirement Accounts (IRA), Retirement, Roth IRA |
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement planning. ...
by Christine | Jan 1, 2013 | Retirement, Retirement Planning |
Study results showed that nearly two-out-of-ten people already in retirement still want to “keep up with the Joneses” when it comes to their quality of life and financial independence. Competing with our peers is instinctive. If the neighbors have an expensive...
by Christine | Dec 19, 2012 | Retirement, Retirement Planning |
There’s no one-size-fits-all when it comes to saving the right amount for your golden years — which is part of what makes retirement planning so nerve-wracking for a lot of us. While planning for retirement isn’t an exact science, financial experts agree on a...
