Category Archives:

Retired? Enjoying the freedom? Yes, of course you are… and yet sometimes perhaps you miss the structure or purpose of the day ahead, and the company of working colleagues? Well, why not bring back that comfortable feeling of ‘belonging’ by joining one of the numerous organizations just waiting to welcome you, and so adding a further dimension to your retirement? A question ......

Saving for retirement is something many people put off and put off thinking they will start next year or the next. Then, all of a sudden, individuals are in their 40s or 50s and have no retirement money to speak of and then panic starts to sink in. However, there is no need to panic because there is still plenty of time to do some things to get your retirement account into shape. The things ......

Some people it seems are almost filled with dread at the prospect of retirement – of bringing an end to the well known and comfortable routine of each working day. But if that happens to be you, I hope that by the end of this brief guide, you will be positively jumping for joy at the prospect of giving up your mundane, predictable, day to day routine, and itching to grasp the wealth of......

There’s a saying in the corporate world: “Don’t make yourself irreplaceable. If you can’t be replaced, you can’t be promoted.” This is all about Active Income. Passive income, on the other hand, is income that does not require your direct involvement. Some kinds of passive income you may be familiar like owning rental property, royalties on an invention or......

Everyone dreams of a comfortable retirement where you finally get to do all those things you never had time for but not everyone knows how to plan financially for it. One of the most popular ways of saving for retirement is with an Individual Retirement Account or IRA. IRA’s are accounts that you out money into for the long term – a savings for retirement. These contributions......

There is much more to retirement than just relaxing in an armchair or taking morning walks. A prerequisite for a comfortable retired life is detailed planning, whether your retirement is ten years away or years away. You need to set vision to make investments and swiftly work towards achieving them. A retirement planning helps you pursue your interests post retirement. A 401(k) is a type of ......

You’ve probably heard it said about getting ahead in life that it isn’t what you know, it’s who you know.” While there is a certain amount of truth to that claim, I can assure you there is a great deal of truth in this statement: Happiness depends on your ability to stay connected in retirement.” Quite simply, numerous studies show that people who withdraw fr......

For the past decade I have talked with clients every day about a system to distribute wealth for retirement tax-free. This system outlines exactly how to apply the Internal Revenue Code rules to your individual situation and find tax savings for you, which, in many cases, other advisors don’t know exist. Look at it this way. While saving for retirement in an IRA account or 401(k) plan ......

The financial security umbrella that most wage earners would like to shelter under after retirement is now leaking very badly indeed! Money savvy experts block up news channels and advertisement spaces with offers of transforming the average citizen into a healthy, wealthy and wise investor; advocates of ‘parting with your money’ do house calls alongside those selling vacuum clea......

The cornerstone of retirement savings for many people today, the 401(k) plan is a savings vehicle that requires a hands-on approach which is why we are investing our time and money (intellect = money) in describing its features as fully as possible, so as for you to clearly understand and imbibe them. Ready? If you forgot your multivitamins today please have them before we continue. Well, r......