Category Archives: Retirement Planning

Financial Planning For Later Years

Our money needs to stretch further as we live longer. Creating a plan for later years can offer comfort as we go forward or raise a flag early enough to make adjustments. To determine how long your money might need … Continue reading

Posted in Emerging Affluent, General, Investments, Life Planning, Middle Class, Retirement Planning, Singles | Comments Off

Potential Consequences of Supporting Adult Kids

“Children are still our largest expense well after they leave home,” said Mr. Bosworth, a senior economics fellow at The Brookings Institution.  Expenditures ranged from small items to helping his sons to buy homes and cars – even after receiving … Continue reading

Posted in Economy, General, Life Planning, Middle Class, Retirement Planning | Comments Off

Small Business Retirement Plans Can Be SIMPLE

Most small business owners—including sole proprietorships and other solo businesses—have choices about the type of retirement plan to implement for their businesses and for themselves. Many small business owners use SEP IRAs, but other retirement plans might permit more flexiblily … Continue reading

Posted in Emerging Affluent, General, Investments, Middle Class, Retirement Planning, Tax Planning, Wealth Tips | Comments Off