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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Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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Alternative assets go mainstream

Beyond the Fringe: Alternative Asset Classes Go Mainstream

Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?

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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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An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

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.

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