Category: Finance (page 2 of 7)


It’s been three years since I last wrote for this website: See the post, Why Financial Independence is a better goal than Retirement. The editors have asked me to update that piece in light of the fact that I recently published (with co-author Mike Drak) a book that goes into some depth about the themes …more

Keep Calm and Carry On!

I received an email from an expat living in Spain’s Costa del Sol last week, who was understandably concerned and angry about the falling pound. Basically, he was asking what the UK Government was going to do about it. Apparently, both he and his wife are now having to seriously cut back on both food …more

Taking Calculated Steps Towards Retirement

Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event. Retirement planning is critical to ensure a comfortable retirement, both financially and personally. It is an extensive process and managing it will be an ongoing responsibility that has to be carried out after the retirement as well. …more

Baby Boomers Retirement Solution

The Sad Truth If you were born between 1946 and 1964, you are considered part of the most influential generation in American history— the Baby Boomers. You see, after U.S. troops returned from World War II, they quickly settled down and everyone started having lots and lots of babies. This gigantic generation has transformed America …more

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How Women Can Generate Income for Life During Retirement

It is not unusual for women today to experience some fear and anxiety about retirement – many feel that they will not have the finances needed to retire comfortably. If this accurately describes the way that you feel about your circumstances, you may find comfort in the fact that you can take control of your …more

Why Is Planning for Retirement Different for Women?

The answer: 12,775 66.2% $1,043 Do you have some idea what these numbers represent? A hint: They are some of the most important reasons why planning for retirement and living in retirement will be different for women. Now that you’ve had a minute to think about these numbers, let me shed a little light on …more

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Couple resolves relationship issues in retirement

I’ve never believed in the idea of sacrificing now to plan ahead so I could retire. I thought I would just work until the day I died. I’ve always practiced “live for today,” while Alan (my mate) did some of that, but he, a stockbroker, practiced what he preached, and prepared for retirement. Alan is …more

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The Cause And Effect Of Qualified Retirement Plans

Let’s go back to the beginning of 2015. I’m watching financial consultants on television advising viewers to fund their 401(k) to the maximum. The purpose is to defer the tax on that income and cause the funds to be deemed “tax-qualified.” The advisors are so convincing that it must be the best thing to do, …more

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