Archive for the ‘Retirement Planning’ Category


The Creative Way to “Maximize” Your Pension

Icon Provided by Joseph Regenstein IV, CMFC on November 16, 2009

Here’s a move that might prove useful for you and your spouse.
Are you wondering how to make the most of your pension? If you’re thinking about which income option to take, maybe it’s time to think outside the box. Here’s why.
When most retiring public service employees meet with a pension administrator and look over their [...]

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Tags: financial expert, insurance decision, life insurance policy, lifetime, Pension, pension fund, pension income, pension payout, pensions, Personal finance, retirement income, Retirement Planning, Risk Management, survivor


Is America Prepared to Retire?

Icon Provided by Joseph Regenstein IV, CMFC on November 13, 2009

Two-thirds of us have no financial plan.
64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner Board of Standards, Inc. (The survey collected data from [...]

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Tags: financial advisors, financial goal, financial strategy, incomes, Personal finance, retirement, Retirement Planning


Americans Delay Retirement

Icon Provided by Joseph Regenstein IV, CMFC on November 12, 2009

What does it mean for people and companies?

Is 70 the new 65? It may be, for many Americans are electing to postpone retirement as an effect of the recent volatility in the financial markets. If 70 is the new 65, some workplace changes are worth noting – these trends may be affecting you, your employer, [...]

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Tags: baby boomers, boomer, exit plan, financial decisions, financial markets, financial planning, retirement, retirement goals, Retirement Planning, retirement survey