Archive for category Retirement

Segregated Planning for Life and Death

  Death and dying is definitely one of those subjects none of us likes to talk about; equally so with funeral planning. I will admit, it hadn’t been on my radar until my wife and I recently went through the process of shopping for and pre-paying my in-laws’ funerals. It was an eye-opening experience both […]

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The Most Costly Mistake

  According to a new report, “The cost of long-term care services continues to rise”. I don’t think any of us would consider that to be a newsflash by any means; quite the contrary really. Rising healthcare costs are and have been a nationwide topic du jour for quite some time. Why would long term […]

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Planning for Safety, Security & Sanity with Senior Parents

  Brian Tracy, veteran motivational and business guru, writes often about the 80/20 Rule which provides that 20% of virtually all of our activities provides 80% of our results. (Make that link a must read if you haven’t seen it before.) Recently I read a post about the 40/70 Rule which provides: if you’re an adult […]

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Economic Rebounding: Use the Rule of 72

  The economy is slowing turning around, albeit much slower than most of us would like to see. Rebounding from devalued investment, savings and/or retirement accounts  continues to be a challenge. Learning The Rule of 72 is one of the best tools you can embrace for help in putting a rebound plan together.   Simply […]

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Retirement Confidence Survey

  Up three percentage points up from an all time low in 2009, the percentage of American workers who feel “very confident” that they will have enough money for a comfortable retirement is 16%. Not to play Devil’s Advocate, but we really need to rephrase that: 84% of the American workforce doesn’t think they’re going […]

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