Financial Poise

Baby Boomers

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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best states to retire

The Top 5 Best States to Retire To (and How to Retire There Soon)

What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […]

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Calling the Shots: Self-Directed IRAs Span Every Asset Class

IRAs Defined An Individual retirement account (IRA) is just that – an account where an individual, without the assistance of an employer (like a 401k requires), invests money that will grow over time. The purpose of this exercise is to provide a nest egg for retirement. An IRA can be invested in a variety of […]

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Long-term care options for retirees

Long-Term Care Insurance: What People of All Ages Need to Know

Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […]

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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 make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

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Sibling Squabbles over Moms Money

Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs

Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]

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Non-Traditional Investing Advice for Boomers

Life After Bonds: Non-Traditional Investing Advice for Boomers

Supporting Longevity in the Long Term People are living longer than ever before in history. Thanks to advancements in health care and an ever-increasing focus on wellness, many are living long enough to watch their great-grandchildren grow up. While this is great news, it means that people now need more funds than they ever anticipated […]

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private equity retirement planning

Six Ways Private Equity Can Play a Role in Retirement Plans

Ready for retirement and looking for rollover IRA ideas? Check out these six ways private equity plays an important role in today’s retirement planning.

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IRA rollover, ira rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Knowing your IRA rollover rules can minimize unexpected taxes and penalties. Find out why traditional IRA rollovers aren’t as simple as they seem.

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Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?

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