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Tag Archives | Retirement Planning

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 Funds Ease The Hard Realities of Aging

At the gym where I work out it’s not uncommon to hear us old guys complaining in the locker room about our aches and pains. When the complaining subsides, inevitably someone will remark, “Well, at least getting old is better than the alternative.” If you are fortunate enough not to die prematurely, you are going […]

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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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Cruise Ship Retirement

My wife and I love to travel, and as a result we’ve dragged our children around the world with us, starting from a very early age. We fell in love with cruising, especially when our kids were young. Even though they are tired of traveling the world, Marcia and I are not. In fact, we’ve […]

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For Seniors: Giving Up The Checkbook, Part One

One area that few seniors prepare for is arranging for someone else to handle their financial affairs when they can no longer fully care for themselves. This is easy to put off, for three primary reasons. First, there are a lot of difficult emotions involved with the thought of losing our cognitive ability and the […]

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