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Best Retirement Locations

Baby Boomers are ready to retire and many are planning to relocate.  Those searching for the best retirement locations should be considering these factors: Cost of living Taxes Health care Transportation Climate Feeling of Well-being Before you start packing check out these cities that made list of the best and worst cities to retire. WORST  Click to Continue

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Social Security Snafus

Attention all Baby Boomers who plan to defer benefits! Larry Kotlikoff and Phil Moeller, authors of, “Get What’s Yours: The Secrets to Maxing Out Your Social Security” are big supporters in delaying benefits where possible and through their readers have discovered some Social Security snafus. It seems that the Social Security Administration (SSA) is denying  Click to Continue

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Is the Middle Class Shrinking?

In 1984 Tina Turner released a song that became her most successful single, “What’s love got to do with it”. Fast forward thirty years. A new study by the MacArthur Foundation finds that 79 percent of Americans – across all ages and political party alliances – believe it is more common for people to fall  Click to Continue

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Boomers Spend Millennial Inheritance?

What’s an eleven letter word that describes something that the Greatest Generation will leave Baby Boomers and that Baby Boomers will not leave Millennials? Gift?  Too short. Legacy?  Six letters. Bequest?  Seven letters. Inheritance?  Yes, inheritance. According to the Study by the Center for Retirement Research at Boston College, Baby Boomers will inherit $8.4 trillion  Click to Continue

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Stay in a 401(k) or roll to an IRA?

Financial advisors are often asked this question by their clients who are leaving a company or retiring, “should I roll over my 401(k) to an IRA?” Peter Mallouk, president and chief investment officer of Creative Planning Inc., says given the opportunity of staying in a 401(k) or rolling to an IRA, they should roll it  Click to Continue

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