Financial Poise

Articles tagged: Baby Boomers

Job Hunting in Your 60s?

Workers in their 60s are a valuable asset to small and large companies alike. Consider these strategies when seeking your next job.

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A Brief Overview of Investing in Life Settlements

As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class.

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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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Gut Health and Your Brain: What Is the Link?

Over the last five years, there have been exciting research breakthroughs linking gut health to your brain, immunology, and overall health.

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Sibling Squabbles: Fair Estate Distributions To Multiple Beneficiaries

When it comes to fair estate distribution, it’s important to plan ahead and encourage open communication between family members.

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2 Crucial Tips for Preserving Multigenerational Wealth

Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.

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The Good, the Bad, and the Ugly of Family Business Transitions and Exit Planning

Navigate family business transitions and exit planning from generational changes and investments to managing family dynamics and boosting company growth.?

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The Good, The Bad, and The Ugly Truth of Retirement Savings

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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Working at Home: How to Succeed and Enjoy the Process

Working at Home Isn’t a Trend Anymore Remote and Hybrid Stats By 2025, It’s estimated that 32.6 million will work remotely. Pew Research found that in 2023, 35% of workers […]

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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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