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Tag Archives | Retirement

Reality of a Million-Dollar Retirement

Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. It’s reasonable to assume a long-term real return, after adjusting for inflation, of 2% on a diversified investment portfolio. At […]

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Retirement Planning and Retirement Preparation

Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts many years ahead of retirement, even as early as your first paycheck. As retirement comes closer, […]

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Involving Kids in Financial Meetings a Wise Move for Aging Parents

As parents age, many adult children begin to not merely provide taxi service but to accompany parents to appointments, especially doctor visits. This is often helpful for both generations. Yet it’s much less common for children to sit in on their parents’ meetings with financial advisors. In almost 35 years as a financial planner, I […]

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Women’s Confidence in Being Prepared for Retirement

When it comes to being financially prepared for retirement, Chinese women are the most confident women in the world. In fact, they are almost twice as confident as their US counterparts. This conclusion comes from a 2014 global survey, the Aegon Retirement Readiness Index. It found that the percentage of women saying they are very […]

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Studies Show Tangible Value of Financial Planning

Some professionals know immediately when their work has a positive impact for their clients or customers. An electrician finds a short in the lighting system and restores power. A car mechanic makes a repair and sends someone on their way. A doctor prescribes just the right medication and the patient gets well. An attorney wins […]

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