Financial Poise

Articles tagged: Baby Boomers

retirement in jepoardy

Will You Retire Broke? Reasons Why Your Retirement May Be in Jeopardy

More than 42% of Americans will retire broke, according to a survey taken by GOBanking Rates. For the third year in a row, thousands of individuals were polled to ascertain how much the average American has set aside for retirement, and the results may, and should, shock you.

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Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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Gut health, fermented foods

Gut Health and Your Brain: What Is the Link?

Why should you give up diet soda, limit antibiotic use and start eating fermented foods? Over the last five years, there have been key research breakthroughs in the link between gut health and your brain, immunology and overall health.

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man working from home

Working at Home: How to Succeed and Enjoy the Process

The Work-at-Home Trend Between 2019 and 2021, the number of people working from home, or teleworking, increased by nearly 28 million, and the trend continues. Pew Research found that in […]

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Self-Directed IRAs Span Every Asset Class

Self-directed IRAs, more complicated than traditional or Roth IRAs, let investors diversify beyond the typical, but risk is involved.

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may […]

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