Financial Poise

Articles tagged: Retirement

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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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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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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planning and staging a company for a transition

Planning and Staging a Company for Transition

How do you prepare your company for a transition? Thinking ahead before you sell your company or pass it on to a family will help maximize your profits and prepare your business for the change. Discover what you need to know before developing a business transition plan.

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Best State for Retirement

Where Should You Retire? The Best and Worst States for Retirees

What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care.

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Long-term Care

Long-Term Care Insurance: What You and Your Family Should Know

Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?

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Family Business Trends

STEP, KPMG Study: Global Family Business Governance Trends

Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.

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