Archive for September 2014
Transitioning to Retirement
Change is never easy, at least for most people. And the people who do adjust to change well are often serial planners, knowing how to prepare well in advance. But…
Read MoreE-tailing and Estate Planning
E-tailing is the term for selling products online. These days, nearly anyone can start up their own e-commerce website. One study determined that there are 102,728 U.S. e-tailers generating at…
Read MoreLessons of a Millennial Nation
The so-called millennial generation — those born after 1980 and before 2000 — continues to suffuse news headlines. There are actually more millennials’ (80 million) now than baby boomers. Perhaps…
Read MoreSecond Career, First New Venture
These days, more and more pre-retirees, transitioning retirees, semi-retirees and bored retirees are starting their own business ventures. According to a 2014 report from Merrill Lynch Wealth, 58 percent of…
Read MoreProblems, Solutions … And More Problems.
Retail Health Care Retail health care is on the rise. If you’re not familiar with this term, it may be coming to a Wal-Mart near you. In fact, Wal-Mart shoppers…
Read MoreSharing True Family Legacies
When we talk about inheritances, generally we think first about assets and real property. However, a recent survey found that 86 percent of baby boomers and 74 percent of Americans…
Read MoreCautious Optimism
According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott…
Read MoreTrading Your Business for Retirement
Instead of saving steadily for retirement, some small business owners plan to sell their enterprise for a lump sum that will fund their golden years. However, this can be a…
Read MoreEqual, Yet Separate
The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new…
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