Archive for the ‘Retirement’ Category
Business Owners – Planning For Retirement
Unlike corporate executives who wait until they are a certain age to retire, business owners can retire according to their own schedule. They do not have to wait for a mandatory retirement date when their colleagues will recognize and reward their career accomplishments with a gold watch at a farewell dinner. In fact, many business [...]
November 28, 2009
Tags: assets, business owners, financial future, Retirement, retirement planning, retirement vehicle, succession planning Posted in: Retirement 
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The 7 Most Common Mistakes Made When Planning for Retirement
Mistake #1 – Not taking the time to plan for Retirement. This includes what retirement should look like in terms of lifestyle; visits to the grandchildren, leisure travel, daily and special activities, etc.? Next, what lifestyle needs will cost, including inflation to fund this lifestyle to life expectancy. Solution: Read as much as possible and [...]
October 8, 2009
Tags: CPA, financial planner, financial strategist, IRS, nest eggs, procrastination, Retirement, retirement fund, tax deductions, taxes Posted in: Retirement No Comments
Life’s Too Short – 10 things to do before you die
My assistant loss a dear friend of many years today and as I was looking and planning for a new blog entry, I ran into this article. This loss and my upcoming birthday – drives reflection.  I have been involved in the Insurance industry for more than 40 years. I have seen many people [...]
April 22, 2009
Tags: Financial, financial future, insurance, money, Pension, Retirement Posted in: Financial, insurance, Retirement No Comments
