Financial Poise

Articles tagged: Retirement

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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Personal Budget

How a Personal Budget Shapes Your Financial Future

How and Why to Use a Personal Budget Would you like to have more control over your life? A personal budget can do that. Trying to get ahead of bills? […]

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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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Business for sale

Business Transition and Exit Planning: Welcome to the Jungle!

You want to sell your business but you have questions. Sure, you are smart but you have never sold a business before.

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Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits. […]

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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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financial freedom via FIAs

The ABCs of FIAs (Fixed Index Annuities)

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). […]

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retirement plan fees

Retirement Account Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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financial planning for retirement

Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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How to Assist Board Members with Signs of Dementia 

How to Assist Board Members with Signs of Dementia 

How do you approach someone in your business who is showing signs of dementia? You want to handle the situation carefully and to the best of your abilities. This article offers some advice so you can avoid making mistakes when faced with a difficult situation.

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