Category Archives: Life Planning

BANK ON IT

Posted on December 5, 2011 by Brian Pon

Grassroots organizations declared November 5 “Bank Transfer Day.” Exactly one month later, proponents of the movement continue to encourage customers of “big banks” to transfer their deposits to smaller community-based banks and credit unions.  Large banks tend to offer more … Continue reading →

Posted in General, Life Planning, Wealth Tips | Comments Off

Singles Have to Save More

Posted on September 19, 2011 by Brian Pon

When we create retirement projections for our clients as part of their financial plans, we identify areas of risk and review ways to improve their outlook for retirement. Many of our clients are between the ages of 50 and 65, … Continue reading →

Posted in Emerging Affluent, Life Planning, Middle Class, Retirement Planning, Singles, Wealth Tips | Comments Off

HEALTH CARE COSTS IN RETIREMENT

Posted on May 31, 2011 by Jill D. Hollander

Fidelity estimates a 65-year-old couple will need on average $230,000 to cover health care costs in retirement.  This is $20,000 less than 2010’s $250,000. The reduction is largely a result of the new Medicare changes being implemented. This decline is … Continue reading →

Posted in Life Planning, Long Term Care, Medicare, Retirement Planning, Uncategorized | Comments Off