When's the right time to collect? Jul 20, 2008
If you have further questions about the best time to begin drawing Social Security payments - or about other retirement planning issues - you might want to consult a Certified Public Accountant. He or she can help you find answers to your family's financial questions. (New Britain Herald, CT)
Principal Financial partners with Islamic finance group Jul 18, 2008
"With the emergence of a rising middle class in developing markets and subsequent need for retirement planning, we believe our partnership with CIMB Group will enable us to address key markets for both conventional and Shariah-compliant products and services, particularly in Southeast Asia and the Middle East.". Shariah investment rules prohibit charging or paying interest and investing in non-Islamic businesses. (Waterloo-Cedar Falls Courier)
The rising cost of a college degree Jul 18, 2008
Alan F Auteri, CFP, CRPC is a Certified Financial Planner practitioner and a Chartered Retirement Planning Counselor for Ameriprise Financial located at One Ash Street in Hopkinton. For more information from Auteri, call 508-435-0199 or alan. (Hopkinton Town Crier, MA)
Women's Business Symposium set Jul 17, 2008
Other informative sessions will focus on doing inexpensive marketing, identifying how wastefulness can lead businesses to lose money and providing lessons on investing and retirement planning. "We try to invite people who come from a variety of backgrounds," Creamer said. (Pocatello Idaho State Journal, ID)
New faces on the list Jul 15, 2008
He wrote The Wealth Management Index and launched CCH's Journal of Retirement Planning and served as editor for two years. He is a regular columnist for the Journal of Financial Planning. (Twin Cities Business Journal, MN)
Unwise Spending Can Sandbag Retirement Security Jul 6, 2008
"It's understandable that many people overlook the second phase of retirement planning and believe they'll be able to manage their income in retirement on their own," says Anema. "But unknown factors such as market performance, life expectancy, health issues and a person's changing wants and needs make a holistic plan for retirement essential to ensure retirees are living their retirement vision to the fullest.". (Pekin Times, IL)
Is Your House Dooming Your Retirement? Jul 6, 2008
Take a look at this comparison of net worth between different levels of retirement planning. . (MSNBC -- Business)
5 money mistakes to avoid in tight times Jul 6, 2008
It's easy to put retirement planning on hold by halting contributions to IRAs and 401(k) accounts or, worse, by drawing down balances. Retirement-account withdrawals usually trigger an income-tax bill that might include a penalty. (AZCentral -- Business)
Laughter is the best medicine to get away from stress Jul 3, 2008
The Boston Neighborhood Network television show Boomers is another one of their mediums which informs the baby boomer crowd watching of information on health care, retirement planning, Medicaid and more. You need a lot of tools, and we hope this is one of them, said Antokiosky. (West Roxbury Transcript, MA)
Financial fitness: Midyear is a good time to check finances Jul 3, 2008
2, 2008 05:17 PM The Arizona Republic. The start of a new year is a good time to adjust financial strategies and make money-oriented resolutions. (AZCentral -- Business)
Pay Yourself Forward Jul 2, 2008
(Source: Prudential Retirement's 2006 Workplace Report on Retirement Planning. Some of these products come with built-in guarantees, eliminating worry about outliving your assets. (Canton Daily Ledger, IL)
Leap of Faith Jul 1, 2008
Variable Annuities Spell Fuzzy Math to Some (SmartMoney Magazine) at SmartMoney. " Together Arlen's 500 or so clients are worth about $140 million, and at root most them have the same concerns. If not in retirement already, they're close to it, and these days they're particularly skittish about the markets. Back when the tech bubble burst, Arlen had to work 12-hour days reassuring clients, trying to persuade them not to bail out of the market. That's one reason he likes the new annuities: Thanks... (SmartMoney)
Send Us Your Retirement Questions Jul 1, 2008
ABC News: Ask More Questions About Retirement Planning ... Do You Have Questions About Retirement Planning. (ABC News)
Letters to the Editor (6/27/08) Jun 28, 2008
Fishermen have been "on hold" financially with regard to retirement planning, and have forgone scores of unquantifiable opportunities while Exxon has played the court system to its own end. When my fishing season was canceled in 1989 due to the oil spill, my oldest daughter could not understand why I had to break my promise to take her out on my boat with me as a deckhand. (Anchorage Daily News)
Financial planner offers tips to save cash and avoid debt Jun 23, 2008
The most common needs include retirement planning and income strategies, investments and overall strategic financial decisions. Other areas include tax and estate planning, education and protection planning. (Lodi News Sentinel, CA)
Couple must make changes to buy condo Jun 21, 2008
Retirement planning should be relatively easy, because Bill and Tom say they do not include children in their future. If Tom saves $190 a month and is matched by his employer for a total of $380, and Bill saves $1,170 with employer matches included, then with 6-per-cent growth and 3-per-cent inflation assumed in the calculation, they will have $844,274 in 2008 dollars at age 55. (Globe and Mail -- Business)
Indians do not go for retirement plans Jun 20, 2008
More than eight out of 10 Indians (80 per cent) have done no retirement planning independent of any mandatory government plans, said the MetLife surveys -- Study of International Employee Benefits Trends and the sixth annual US Study of Employee Benefits Trends. The surveys further point out that while 80 per cent employees in India and 81 per cent in Mexico have no retirement plans other than the mandatory ones, the number was low in developed countries like Australia (58 per cent), the US (46... (India Times)
Foreign banks target newer business segments Jun 17, 2008
Citigold, Citibank's wealth management business, for its mass affluent client segment will provide a suite of both retail banking and wealth management products and solutions that include investments, insurance, mortgage, business banking, retirement planning, succession planning, and wealth transfer. Currently, Citibank serves over 4,00,000 Citigold clients in Asia Pacific, excluding Japan. (Financial Express)
The Right Stocks for Your IRA Jun 15, 2008
If you'd like to read that report, or have other questions about retirement planning, consider a free 30-day trial to the Rule Your Retirement service. To take advantage of our offer, just click here. (MSNBC -- Business)
Putnam taps former Fidelity executive as CEO Jun 13, 2008
"I just made the decision I'd like to do something where I could run things." Since leaving Fidelity he has been approached to run another mutual fund company outside of Boston and with various sports proposals, but decided to stay in the funds industry where he could grapple with issues like retirement planning. "In my heart of hearts I love this business and what it does and what it means," he said. (Boston Globe)
Retirement income likely to be adequate when you eliminate child-care costs Jun 13, 2008
How does the cost of raising a family affect retirement planning. The answer is good news, in a backhanded kind of way. (Boston Globe)
Yahoo shuns Microsoft and partners with Google Jun 13, 2008
In retirement planning, everything is based on your guess about your lifespan. There's a greater chance than ever that you'll be wrong. (CNNMoney.com)
Let's help new farmers set roots and grow Jun 13, 2008
Retirement planning, beginning farmer financing, farm business, and environmental assessment information is used to assist in transferring family operations to a new generation of farmers and ranchers. The Center has helped set up many different linking arrangements between retiring and beginning farmers and ranchers. (Great Falls Prairie Star, MT)
Baby boomers take road less traveled to retirement Jun 11, 2008
Baby boomers aren't following the traditional retirement planning disciplines their parents once did, according to a survey by , the Association for Insured Retirement Solutions. The Reston-based trade association surveyed 1,000 people ages 45 to 65 about the retirement planning habits and opinions. (Washington Business Journal, DC)
Insurance a subject of solicitation Jun 8, 2008
The agent will cover the entire spectrum of coverage available spanning from traditional coverage plans to health coverage, market-linked and retirement planning plans, he says. What is the product that will suit my needs the best and what are its features. (India Times)
Peter Aceto: Looking for the next big splash Jun 8, 2008
As they get older, they can turn to the firm for insurance products, annuities and retirement planning. ING Direct's marketing differs in each of the nine countries it has entered. (Globe and Mail -- Business)
Piecing Together the Retirement Puzzle Jun 7, 2008
A Bank of America poll that uncovered the unsurprising fact that retirement planning isnt easy, also found that about a third of Baby Boomers think theyre on track in terms of saving, with another 36% admitting they started late, but feel theyre gaining ground. No matter how old you are or how much you have or havent saved for retirement, I am going to stick my neck out and make two predictions. (Fox News)
Daily Briefing Jun 6, 2008
SunTrust Banks' investment arm said Thursday it has launched a new retirement planning service that aims to provide advice to customers through several channels, including an online site, a dedicated call center and referrals for consultations with licensed financial advisers ... com/retirement, has calculators, quizzes and articles on retirement planning. (Atlanta Journal-Constitution -- Business)
Farmington library sets activities to promote economic development Jun 4, 2008
The van, provided by the Alliance Library System, will include educational materials on investing, retirement planning, and more. The public is invited to visit the van and learn about available resources. (Canton Daily Ledger, IL)
Now you can plan your funeral online Jun 3, 2008
To date, has about 200 members and no advertisers, though Kruskopf said she and Bush have gotten interest from businesses related to health care, financial services and retirement planning. Neither are quitting their day jobs. (Atlanta Journal-Constitution)
Never too young to be investing Jun 1, 2008
A coworker of mine expressed similar concern for her own retirement planning; although she puts money into a savings account, she has yet to set up her company-sponsored plan. It can sometimes be a confusing process, with little reprieve other than raising your hand in desperation and asking for help. (Bismarck Tribune, ND)
Americans On Edge About Retirement Money May 20, 2008
Dwindling Retirement Funds Worry Americans - Money News Story - KPRC Houston. Marketplace+++Extras++Site ToolsKPRC Local 2. (Click2Houston, TX)
Shrinking nest eggs: How the ailing economy affects yours May 16, 2008
says overly rosy projections represent one of the biggest pitfalls in retirement planning. "Any time you look forward and do forecasting," he says, "it's better to do it on a more conservative basis.". (USA Today -- Money)
Meriwest Credit Union opens San Ramon branch May 16, 2008
"That family (market) hits our sweet spot," she said, noting the credit union's robust mortgage business and associated home buyer seminars and tools, as well as the credit unions' products and advisory services in the wealth management and retirement planning. Meriwest had total assets of $1. (East Bay Business Times, CA)
In celebration of Nurses Week May 8, 2008
Because retirement planning and mutual funds was not as challenging as I would have liked it to be, Mattola-Kiatos decided she would be the one to make a move. Switch to nursing. (Saugus Advertiser, MA)
The Time is Now: Start Preparing for Retirement May 6, 2008
To my mind, retirement planning is the most difficult and important financial challenge most Americans will ever face ... And when people actually estimate their future needs, they typically take some kind of action: 44 percent who calculated a retirement goal changed their retirement planning; 59 percent started saving or investing more ... To my mind, retirement planning is the most difficult and important financial challenge most Americans will ever face. (Townhall.com)
Bill targeting scammers who victimize elderly May 4, 2008
Dozens of the newest credentials suggest that the adviser has special skills in retirement planning or advising seniors. Consider, for instance, the certified elder planning specialist, a designation that required a 96-hour self-study course provided by the Institute of Elder Planning. (Scranton Times, PA)
Retirement seminars offer farewells with foresight May 4, 2008
which has offered pre-retirement planning classes since 1986 ... Twelve years ago Daryl and Karen Diamond, founders of Diamond Retirement Planning Ltd., hung their shingle in Winnipeg to offer seminars to corporate and government clients ... Retirement planning is a good niche industry to get into. (Globe and Mail)
Health care's shot-in-arm: People's choice May 3, 2008
Common sense conservativism. Commenting is open from 8 a.m. to 5 p.m. M-F. (Atlanta Journal-Constitution -- Opinion)
We're getting more and more worried about retirement costs - and that's good news May 2, 2008
Doing a retirement savings calculation, even just a rough estimate, is particularly effective at changing behavior: 44 percent of those who calculated a savings goal changed their retirement planning, and of those, 59 percent started saving or investing more. Still, savings levels are modest. (Boston Globe)
Target: Retirement May 2, 2008
For average investors who are overwhelmed by financial choices and have little time or energy to devote to retirement planning, target date mutual funds, which automatically shift to a more conservative mix of stocks and bonds as investors get older, are an attractive option. "It's a conservative way to approach retirement funding," said Nadav Baum, managing director of investments at BPU Investment Group, Downtown. (Pittsburgh Post-Gazette, PA)
Take (Long-Term) Care May 2, 2008
MOST RETIREMENT PLANNING is about means, not ends. It's about making sure you have as many options as possible, not telling you how to spend your money. (SmartMoney)
McGuire: Economy puts brakes on retirements May 2, 2008
for Retirement Planning, suggests that people pondering retirement consider the possibility of working for meaning and money. Instead of retiring and never working another day for another dollar, find a part-time gig, whether seasonal or on a per-project basis, to stay involved and to put less pressure on your retirement portfolio. (Corvallis Gazette Times, OR)
Never too soon to retire May 2, 2008
Why it's never too soon to think of retirement - Planning - Money - Business. Welcome to The Sydney Morning Herald. (Sydney Morning Herald -- Business)
The Grade You Don't See Could Blow Your Average Apr 22, 2008
Financeware has also worked hard trying to revolutionize the advising process through true goal-based retirement planning and advocating the best business practices for advisor-client relationships. For more information, please visit. (PR Newswire)
Teach Kids About Building Wealth Apr 22, 2008
Give your kids a leg up by discussing the basics about retirement planning ... Give your kids a leg up by discussing the basics about retirement planning. (Townhall.com)
RNC Chairman Responds to Democrat Ad Apr 21, 2008
"(Austan Goolsbee, Op-Ed, "In Retirement Planning, There Is Nothing Certain About Death And Taxes," The New York Times, 11/9/06) Paid for by the Republican National Committee. 310 First Street SE, Washington, D.C. 20003 (202) 863-8500 -- Not authorized by any candidate or candidate's committee. SOURCE Republican National CommitteeLink to this page: Related links: Copyright 1996- PR Newswire Association LLC. All Rights Reserved. A company.. (PR Newswire)
Movers & Shakers (April 21) Apr 21, 2008
Northwest Financial Group helps clients on financial and retirement planning, asset management, income generation and estate planning. Take a Bow. (Corvallis Gazette Times, OR)
For investors, its not easy being green Apr 18, 2008
David Chwalek is the President of Capital Retirement Strategies, Inc. in Concord and a Financial Advisor with Investors Capital Corp. Specializing in retirement planning and personal investment management, he can be reached at 978-369-2255 or by visiting his. Comments Thank you for the abuse report. (Concord Journal, MA)
Brace Yourself for a Miserable Retirement Apr 17, 2008
Watch me pull a rabbit out of this savings accountHere's the problem with the guessing method of retirement planning: If you don't know how much you'll need, you're probably not going to save enough. After all, $250,000 sounds like a lot of money. (MSNBC -- Business)
Malaras Ranked in Top 50 U.S. Bank Brokers Apr 16, 2008
(Photo: ) The Malaras focus on wealth management, retirement planning and financial planning. "We've built our practice around being life advisors. We're interested in being an integral part of our clients' lives," Pam said. (PR Newswire)
Midsouth Consulting makes acquisition, plans to grow Apr 16, 2008
"Retirement planning has become more complicated over the years," Carpenter says. "It requires a lot of high-end technology. A lot of companies decided they can't make money out of it. They just wanted to get our of the business.". (Nashville Business Journal, TN)
Baby-Faced Advice Apr 16, 2008
State " Zip: Email: 12 ISSUES FOR $12.00 71% OFF! 24 ISSUES FOR $18.00 79% OFF! 36 ISSUES FOR $24.00 Best Deal! Print Send BY MOST ACCOUNTS Sabrina Lowell is just the kind of financial planner anyone would want. With the biggest client roster at one of the Bay Area's top boutique firms, she's handled just about everything boilerplate retirement planning, coordinating elder care, charitable giving. Nationally, she's recognized as a rising star: She helped organize the Financial Planning... (SmartMoney)
CalPERS to offer retirement planning fairs in Sacramento Apr 15, 2008
In response to growing interest about retirement planning, the California Public Employees' Retirement System is expanding its annual series of retirement fairs. The system announced today it will host 23 retirement planning fairs in 20 cities, starting at the end of this month and running through November. (Sacramento Business Journal, CA)
Business people Apr 15, 2008
Lincoln Financial Advisors, the client advisory arm of Lincoln Financial Group, announced that David Stratton earned the Chartered Retirement Planning Counselor professional designation. The CRPC designation achieved by Stratton is the result of studying a rigorous series of retirement planning topics, followed by a thorough examination. (Anchorage Daily News)
Opinion: Good news on Social Security? Apr 15, 2008
To help with retirement planning, the "Social Security Statement" estimates the benefits workers will be entitled to at retirement. The statement significantly underestimates promised benefits for younger workers. (Christian Science Monitor)
Q&A with Terry Horan of Horan Associates Apr 15, 2008
Specialties include life insurance for estate and business planning, employee benefits consulting and retirement planning. In addition, , begun in 1996, operates as a broker/dealer for mutual funds, variable annuities and life insurance. (Cincinnati Business Courier, OH)
Cost to maintain home is huge part of retirement Apr 13, 2008
That's also why moving to a low-cost area and downsizing are such powerful levers for retirement planning. It's also why so many seniors are "house poor" - their house, even though it is paid for, consumes much of their investment and/or pension income. (Boston Globe)
Promoting NPS Apr 10, 2008
Recently, a comic booklet and a financial calculator, designed to make the complex retirement planning issues simpler, were distributed at a workshop on February 6, 2008 at New Delhi. Gyan Bhushan Chief GM, PFRDA New Delhi, April 8. (India Times)
Hargreaves ISA sales defy market Apr 10, 2008
The discretionary unit includes multi-manager funds while the advisory division advises clients on retirement planning, life insurance and other matters. But the company's shares fell 4. (Independent)
Adams joins Ohio National as senior VP; Smith retires Apr 10, 2008
Cincinnati-based Ohio National is a provider of variable life insurance, variable annuities and pension products, as well as traditional life insurance and retirement planning products. Latest News. (Cincinnati Business Courier, OH)
Retirement investors concerned about economy are turning to precious metals Apr 9, 2008
"My concern is a lot of people will jump into gold chasing returns, thinking it won't go down," said Mr. Burkemper, whose firm specializes in IRA and retirement planning and distribution. "We thought home prices wouldn't go down, and we got a rude awakening.". (Pittsburgh Post-Gazette, PA)
Are your retirement savings in a free fall? Apr 6, 2008
"There's no doubt these market conditions are weighing on retirees," said Tim Buggy, a retirement planning specialist at AXA Advisors, Downtown ... One of the biggest obstacles to retirement planning comes when people use retirement funds for current consumption. (Pittsburgh Post-Gazette, PA)
Chuck Taylor - State Farm expansion project under way Apr 6, 2008
In addition, financial services include mutual funds, bank products, annuities, IRA accounts, rollover accounts, and retirement planning. Taylor says a big market for the business is the small business owner. (Canton Daily Ledger, IL)
Natasha, the freelance, to forego maternity pay Apr 4, 2008
Freelance UK Money Club Mortgages - Income Protection - Retirement Planning - Life Cover No consultation fees, no pressure, just free, impartial advice from specialist IFA. Natasha, the freelancer, to forego maternity pay. (Freelance UK)
