Archive for October, 2011
Static Planning: The Need for Review
Posted by jjrusch1 in Daily Living, Investment, Mortgages, Planning, Protection, Retirement on October 21, 2011
In a perfect world planning would be easy. You would figure out how much of a resource you would need at a specific time and allocate assets either in a lump sum or systematically over time until this goal was reached. The account would grow steadily over time until the mark was reached – […]
Proactive Retirement Planning
Posted by jjrusch1 in Healthcare, Investment, Long Term Care, Medicare, Pensions, Planning, Private Insurance, Retirement, Seniors, Social Security on October 18, 2011
I just read an article entitled, “5 Biggest Planning Retirement Mistakes”. The problem with titles like these in general is they are negative, and many times, as misleading as they are disheartening. Proactive retirement planning on the other hand, is a different workhorse (pardon the pun) altogether. It should be ongoing and positive, […]