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Articles tagged: Baby Boomers
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? Read More
Multi-Generational Tax Strategy for High Net Worth Families
To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy. Read More
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? Read More
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 […] Read More
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 […] Read More
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 […] Read More
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 […] Read More
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 […] Read More
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. Read More
Family Finances – What a Wife Needs to Know
For many boomer women, the subject of family finances is not an easy one to tackle. Men may feel it is their responsibility or duty to handle this (stereotypically masculine) topic without burdening their spouses. Read More