As you plan your strategy for creating portfolio distributions during retirements, there are a number of different factors you should consider. These include your budget, expenses, and sources of retirement income other than your investment portfolio...
According to U.S. News & World Report, starting in 2012 and spanning 20 years, an average of 10,000 Baby Boomers will reach age 65 each day. That number seems startlingly high, especially considering research shows that many Baby Boomers are not ...
Are you a Baby Boomer close to retirement without the savings you need? If you’re still not ready to retire, you’re not alone. Every day, 10,000 Baby Boomers retire. Yet, 78% of 50-year-olds and 74% of 60-year-olds are behind in saving for retirement...
Are you guilty of having a 401(k) plan but can’t remember plan design or investment menu? If you answered yes, you are not alone. Many plan sponsors let their plan run on autopilot once it’s up and running, but it may be time to rethink your position...
For dental practice owners looking to retire, the decision to sell a dental practice is rarely easy. This major life transition means leaving your profession after years of hard work, not to mention breaking free of the emotional attachment to your b...
In America, we have 75.4 million Baby Boomers. And every day, around 10,000 of them officially retire.
Recently, we wrote about the challenges of determining retirement plan compensation for owners of S Corporations. Today, we will take a look at how plan compensation for sole proprietors is determined. The task is a bit harder for sole proprietors th...
Do you remember any songs from nursery school? I remember one that went something like this: "It’s time, time, time. It’s tickety time to tell time. And if you didn’t know what time it was, You’d have the most horrible, simply deplorable Tickety-tock...
How much money do you make? How much did you make last year? For most of us, that is a fairly easy question. If you don’t know offhand, you can pull out a pay stub, tax return, or Form W-2 and get the answer.