Posts Tagged ‘Retirement Planning’

Behind the Scenes with Kiplinger: Continuing Care Retirement Communities (CCRCs)

Posted in Community
August 17th, 2014 at 9:00 am by Ally

Continuing care retirement communities have grown a lot more sophisticated in recent years. This isn’t your grandparents’ nursing home!  In addition to providing a combination of independent living, assisted living and nursing care, CCRC’s also deliver an active multi-dimensional lifestyle for seniors – with some community amenities comparable to five star resorts. Because the full… read more

The Sandwich Generation: Caregiving for a Multi-Generational Family

Posted in Community
August 10th, 2014 at 9:00 am by Ally

The term “sandwich generation” is a phrase used to describe the middle-aged generation “sandwiched” between caring for the needs of their own children and the needs of their elderly parents. It’s estimated that more than 50 million Americans find themselves attempting to balance their personal and professional lives, while satisfying the financial and emotional needs… read more

Clock Ticking Toward 2013 IRA Contribution Deadline

Posted in Community,Products
April 8th, 2014 at 9:00 am by Ally

You’re running out of time! If you’re considering making a contribution to a traditional or Roth IRA, you have until April 15 to do so for 2013. IRAs are a great way to save money for retirement and potentially receive a tax deduction at the same time. Only 15% of households saved in any type… read more

Take Your Retirement Budget on a Practice Run

Posted in Community,Retirement
April 7th, 2014 at 9:00 am by Ally

If you’re nearing retirement, you’ve likely taken steps to prepare financially for the future. What you plan to do in retirement has a direct effect on your retirement budget. Anticipating your income and expenses in retirement actually comes years before you make the jump. Surprisingly, money isn’t the main consideration when planning your retirement budget.… read more

Behind the Scenes with Kiplinger: When Should You Retire?

Posted in Community,Retirement
February 18th, 2014 at 9:00 am by Ally

The age individuals retire can have a significant influence on their retirement savings. The March issue of Kiplinger’s Personal Finance magazine tackles the age-old question, “When Should You Retire?” The exact age of retirement depends on many factors, including the amount of savings you have accumulated and the income you need to maintain your standard of living.… read more

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