Posts with the category ‘Retirement’


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


Planning for a 30-Year Retirement

By Helen Modly, CFP, and Sandra Atkins, CPA/PFS Funding a 30-year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset allocation, and expenditures. Are you up to the task? George Forman, the boxer-turned-spokesman for portable grills, may have best summed up the Retirement conundrum facing baby boomers: “The question isn’t at what age I want to retire; it’s at what income.” The amount you’ll need each year to maintain your desired standard of… Read More


Buying Supplemental Health Insurance: Medigap

Prepared by Broadridge Investor Communication Solutions, Inc. Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Medicare, helping you fill the gaps in your Medicare coverage. When’s the best time to buy a Medigap policy? The best time to buy a Medigap policy is during open enrollment, when you can’t… Read More


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