There has been a trend in retirement planning that I don’t particularly understand, the trend is propagated by the main stream financial companies/publications that look for easy answers that are not so easy. In retirement planning you don’t need 50%, 60%, 70%, 80%, 90% or 100% of your pre-retirement income. During retirement you need the… Continue Reading
Category Archives: Qualified/Retirement
Retirement Planning Pitfalls
There are simple facts about our economy that we ignore on a constant basis when planning for retirement. Our population is aging and growing at the same time, and even though we had a large young workforce that supported the generation before it, this will no longer be the case. There’s been a lot more… Continue Reading
Insurance Products Should Not be a Four Letter Word When it Comes to Retirement Income Planning
The Wall Street Journal had a recent article that I think was detrimentally incomplete even taking into account that it is 1,000 words on a subject that can take years to master. The article, “You Need a Plan to Boost Retirement Income” by Jeff D. Opdyke highlights three asset vehicles/classes that he thinks should take… Continue Reading
Retirement is Likely to Be Different for Generations to Come
Center for a secure Retirement just released the results of a new survey titled, “Middle Income Boomers, Financial Security and the New Retirement” and the results while interesting don’t really seem all that shocking. According to the study the key findings are (and my thoughts), Two-thirds (67%) of middle-income Boomers say their retirement will be… Continue Reading
Would You Take this Eight Figure Deal? Would You Offer it?
While I like to attend the rare baseball game, and despite having a lot of die hard Met, Red Sox and Yankee fans in my life I am not by any means a “baseball fan.” Notwithstanding, I couldn’t ignore this amazing story that has grabbed the attention of the New York Baseball market. The year… Continue Reading
Take Personal Responsibility for Your Retirement it is Your Problem
I am not sure where I fall on the issue of egregious CEO compensation, but there is never a shortage of people attacking CEOs for making too much money. Like a lot of things in life, the issue itself doesn’t excite me as much as trying to understand the extremes on both sides. So I… Continue Reading
