Retirement Archives

How a Personal Budget Shapes Your Financial Future

January 20, 2023
/ Personal Finance
/ By Cathy Cagle

Tags: Life-Work Balance, Personal Finance/Investing, Retirement,

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? […]

Will You Retire Broke? Reasons Why Your Retirement May Be in Jeopardy

Tags: Baby Boomers, Economy, Retirement,

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.

Business Transition and Exit Planning: Welcome to the Jungle!

Tags: Business Transition and Exit Planning, Retirement, Selling Your Business,

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

Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

December 12, 2022
/ Business Owners & Executives • Personal Finance
/ By Shannon R. Weiss

Tags: Accounting-Auditing-Taxation, Business Transition and Exit Planning, Retirement,

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. […]

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

November 23, 2022
/ Business Owners & Executives • Personal Finance
/ By Cristina Nolan

Tags: Baby Boomers, Family Dynamics, Life-Work Balance, Retirement, Self-Improvement,

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 […]

The ABCs of FIAs (Fixed Index Annuities)

November 9, 2022
/ Business Owners & Executives • Investors
/ By Jim Poolman

Tags: Retirement,

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). […]

Retirement Account Fees Can Cost You Plenty

October 17, 2022
/ Investors • Personal Finance
/ By Allison Brecher

Tags: Employment & Labor Dynamics, Financial Services, Investors, Personal Finance/Investing, Retirement,

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.

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

October 4, 2022
/ Business Owners & Executives • Uncategorized
/ By Edward W. "Tad" Gray III

Tags: Business Transition and Exit Planning, Financial Management, Retirement,

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 […]

Self-Directed IRAs Span Every Asset Class

August 22, 2022
/ Business Owners & Executives • Investors • Personal Finance
/ By Alicia Purdy

Tags: Alternative Assets, Baby Boomers, Personal Finance/Investing, Retirement,

Self-directed IRAs, more complicated than traditional or Roth IRAs, let investors diversify beyond the typical, but risk is involved.

How to Assist Board Members with Signs of Dementia

Tags: Business Leadership, Business Management, Business Transition and Exit Planning, Family Business, Retirement,

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.

Articles tagged: Retirement