Your Financial Plan: Transition & Retirement Planning

Best Remedy for Retirement Security: Don’t Retire

Best Remedy for Retirement Security: Don’t Retire

If you’re worried about your financial security in retirement, here's one solution: Work a little longer.
Online Financial Calculators: Hit and Miss

Online Financial Calculators: Hit and Miss

Retirement calculators can be a great place to start roughing out your plans, but take the results with a grain of salt.

Are You Planning for Retirement?

Americans are notoriously poor planners when it comes to retirement, although the recession has prompted some to get more serious about it

How Much Money Will You Really Need to Retire?

The old income-replacement rule of thumb calls for replacing 80 percent of your annual pre-retirement income. But it's a rough estimate--and wrong for a hard times economy.

How to Finance Your Mid-Career Transition

Before plunging into a new career, it pays to make a financial plan that will allow you to stick with your goals.

Is a Roth IRA Conversion Right for You?

2010 is the year of the Roth IRA conversion. But is a Roth right for you?

Paying Off Your Mortgage Can Boost Cash Flow in Retirement

Most planners now advise clients to focus on debt reduction as one of the best investments you can make in retirement security.

COBRA health insurance subsidy may be extended

The federal government is considering an extension of the federal subsidy of COBRA health insurance benefits for laid-off workers

Manage Your Life Portfolio

A career advisor suggests that boomers will retire happier if they put as much effort into managing their “life portfolios” as they do into their investment planning.

Treat Your Career with the Care You Give Your Most Important Assets

Your ‘career asset’ is the sum total of your time, talent and potential. It should be managed to maximize its long-term return.

Picking a Financial Planner? 10 Questions to Ask

A financial planner can be enormously valuable in crafting a strong retirement plan. But the field is largely unregulated, so it's critical that you ask the right questions.

Before You Quit Your Job

9 essential steps for aspiring entrepreneurs who want to wisely manage their exit from the corporate world.

5 Things to Remember if You Lose Your 401(k) Match

Your retirement plans can hit a serious speed bump if your employer cuts back on 401(k) matches. Consider these strategies to minimize the disruption.

After the Crash, A New Realism Emerges About Retirement

Boomers are focusing more on saving, planning and sharing, replacing materialism with a renewed search for meaning.

Social Security: the Compelling Case Against Filing for Early Benefits

As tempting as it may be to start receiving Social Security checks at age 62, most people will benefit significantly by waiting till they are 65—or even 70.

The Incredible Charitable Remainder Trust

The charitable remainder trust is one of the secret wonders of financial planning. Quite simply, it can help you make more money by giving it away.
A Depressed Market Is an Ideal Time for Roth IRA Conversions

A Depressed Market Is an Ideal Time for Roth IRA Conversions

You can save big on the income taxes you’d normally incur by removing funds from a tax-deferred IRA.
How to Deal with a Bear Market Near Retirement Age

How to Deal with a Bear Market Near Retirement Age

If you're not close to retirement age, stay the course. If you're about to retire or already retired, the choices are tougher—but that doesn't mean you're helpless.

Lose Your Health Insurance? A Guide to COBRA Coverage

Health insurance can be a big challenge in a career transition. Understanding your options under COBRA may help.


Life Values Assessment Test

A New Tool For Assessing Life Priorities

Life Values Self Assessment Tool

Our exclusive life planning tool takes 15 minutes to complete and is absolutely FREE.


Career and Life Planning Resources

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