Retirement Tax Havens By: Ken E Morris Financial planning is really life planning. Choosing a home, particularly a retirement home, involves many factors. With state and local taxes on the rise, retirees should look closely at tax matters when formulating their retirement financial plan. Tags: investment, 401k, help, IRA, Ohio, retirement, financial planning
Where Can You Get Qualified Financial Help In Retirement By: Larry Klein The needs of people in retirement or about to retiree are different than those of baby boomers. Yet all you see in articles is advice for baby boomers on how to prepare for retirement. What about help for those age 60+ who have already cashed in their chips or about to do so?
Good news. There has been increased education, albeit slowly, for financial advisors to help people in retirement. But be careful about the several designations you may see.
A mailing can open a surge of good prospects for your business or professional practice. Or it can become an unwelcome waste of time and money.
What makes the difference?
Perhaps the mailing failed to spark "The Mail Moment." True, it’s a lot harder than it used to be to stand out. For example, the average household receives twice as many pieces of mail a day as it did 30 years ago.
Investing: New Year Financial Tune Up By: Jeffrey Voudrie While you're making your New Years' resolutions, don't forget to give your financial house an annual tune-up. As the old saying goes, an ounce of prevention is worth a pound of cure, and few adjustments now could save you thousands of dollars, not to mention some major headaches, in the months and years to come. Tags: Investments, Financial Advice, Financial Advisor, Nest Egg, 401-K, Retirement
The IRA vs. The 401(k) By: Dave Zegers Many people find all the options that are available when it comes to retirement planning to be quite confusing. If you are one of those this article is dedicated to explaining the differences between a 401 (k) plan and an IRA (Individual Retirement Account). Tags: 401(k), IRA, Retirement, Financial Planning
Focusing on Financial Advising By: PatrickJohnson If you want your money to work for you in the present and the future, you need to start investing in financial planning. But you won’t be able to do it on your own. It’s up to you to bring in the income, but you need the assistance from a Denver certified financial adviser. Tags: Denver financial planner, Denver financial advisor
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