Retirement Advisor
Retirement planning, opportunities and experiences.
Companies Must Work to Avoid Boomer Brain Drain
In 2007, leading-edge Boomers turned 62 and reached potential retirement age. By the end of 2008, 17 percent of the Boomers holding executive, administrative, and managerial occupations in the private sector are expected to have left. Where will this brain drain leave U.S. companies?
5 Key Steps to Creating a Living Trust
There are many benefits to having a living trust but, as with any legal document, it requires careful planning. In this article, you'll learn exactly what a living trust is, and explore five basic steps you should consider when establishing your own living trust.
Boomers Pursue Entrepreneurial Ventures
For Boomers who prefer to do things their own way, the entrepreneurial road is full of ups and downs. Boomers have advantages in savings, business experience, wisdom, and connections made over the years. But, launching a business is always risky, and Boomers have a lot to lose.
Are You Thinking About Retiring Retirement?
Retirement is one of the most significant life transitions, and current Senior "retirees" and the 78 million Baby Boomers just behind them are re-writing the rules. No longer satisfied with just a retirement dinner and commemorative watch, then endless days of golf, or arts and crafts at the local Senior Center, many of us want a lot more out of our "golden years." In fact, many of us aren't planning to retire anytime soon -- if ever.
10 Steps to Take Before You Choose an Active Adult Retirement Community
As the years roll on, some Boomers will choose to sell their homes for a variety of reasons: to save money, to downsize, to be closer to family. Builders of retirement communities are doing a better and better job of discovering what features make these communities appealing to Boomers.
If you're considering an active adult retirement community, here are 10 steps to starting your research.
Assess a Career Change
Q: I've been with the same company for the last 9 years, and I've recently realized I'm ready for a change. The problem is that I'm 56 years old, and intimidated by the prospect of looking for a new job.
College Fund vs. Retirement Fund
Q: I am worried about saving money for retirement while planning expenses for my children's college years. Is there a way to do both?
Life After Retirement
ADVISOR INTERVIEW
Does the prospect of retirement bore you? Or, are you trying to figure out the next phase in your career -- or embark on an entirely new career? Or, perhaps you still want or need a regular paycheck. Whatever your situation, as a Boomer, chances are you aren't planning on retiring any time soon. So, what are you doing?
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