Posts with the category ‘Retirement’


Business Owners: Retirement Plans for Small Businesses

By Broadridge Investor Communication Solutions, Inc.   As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make to those participating employees. Nevertheless, a retirement plan can provide you with a tax-advantaged method to save funds for your own… Read More


Building Health Care Costs into Retirement Planning

By: Amy E. Buttell Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines and resources for estimating your needs and expenses. Health care costs are rapidly emerging as a major expense item both before and during retirement. With lifetime employment a relic of the past and longevity… Read More


6 Wealth & Success Lessons From The Ultimate Gift

– Nicole O. Coulter Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the Berkshire Hathaway annual shareholders meeting in Omaha, Neb., a precocious 10-year-old investor stood bravely in front of a microphone and posed a weighty question for the investment maestro: “How do you define success in life?” Warren Buffett didn’t hesitate—it was as if his whole… Read More


$1 million or $5,000 a month: which would you choose?

By Shlomo Benartzi and Hal E. Hershfield These days, investors can track at any moment how the market’s daily ups and downs are affecting their wealth. Even investors with multiple investment accounts spread across different firms can calculate changes in their net worth in real time, thanks to websites and apps that do all of the work for them. One might think that having all of this information would make people more financially savvy, especially when it comes to saving for retirement. New… Read More


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