Posts Tagged ‘wealth management’
“New School” Retirement Planning for Today’s Baby Boomers
There's a new book e-book on the market, Bifurcated Retirement, The New Approach for Today's Baby Boomers. This book examines the Baby Boomers' unique retirement planning challenges regarding savings, investments, inflation, longevity, and long-term care needs, and delivers a two-stage retirement program not found in the traditional wealth [...]
Smart Tax Planning for the Gap Years
Many families seek financial planning advice specifically for retirement. But if they wait too long, they miss an important tax-planning opportunity. A great strategy is to take advantage of the time between retirement and Social Security at age 70, the so-called gap years. With some planning for this gap, you can move income into the lower tax [...]
