Archive for December, 2010

retirement savings tax strategies
Dec
30
2010

10 Year-End Retirement Savings Tax Strategies

Posted by Anne Dullaghan
in Retirement Savings.

It’s almost December 31st and what have you done to maximize your retirement savings and minimize your taxes?

There’s much more to getting a tax deduction than donating household goods and clothes to the Goodwill. The following year-end moves can help you add to those growing retirement assets. Read More

choosing retirement investment advisor
Dec
27
2010

Choosing a Retirement Investing Advisor

Posted by Anne Dullaghan
in Retirement Investing.

Bernie Madoff may be the most famous investment scammer in history, but financial Ponzi schemes are nothing new. Most people choose to work with a financial advisor to help them choose a variety of retirement bonds, retirement mutual funds and stocks for retirement.

Safeguarding your hard-earned retirement savings takes careful consideration and solid financial knowledge. This is where working with a qualified financial advisor can help build your retirement assets. Read More

retirement investing
Dec
27
2010

Retirement Investing that Supports Green Living

Posted by Melissa Rubin
in Retirement Investing.

There are many financial advisors out there looking to help invest your retirement savings, but when you want to make sure your investments are helping your bank as well as the planet your options are few and far in between. Read More

retirement activities
Dec
23
2010

7 Retirement Activities that Balance Finances

Posted by Anne Dullaghan
in Retirement Activities.

When it comes to retirement, there are a lot of issues to consider: making retirement travel plans, deciding on your retirement investment portfolio, possibly exploring supplemental retirement income, or when to take senior Social Security benefits.

But before you decide to officially retire read about our seven retirement activities to make sure you have your retirement finances in place. Read More

Dec
20
2010

Maximize Your Retirement Savings – 6 Answers About Reverse Home Mortgages

Posted by Anne Dullaghan
in Retirement Mortgage.

As 401(k) account balances have decreased over the last couple of years, one way to supplement your retirement savings is to consider a retirement mortgage in the form of a home equity conversion mortgage (HECM) – or a reverse home mortgage – which allows you to withdraw some of the equity in your home.

Many people rely on reverse home mortgages to supplement their senior Social Security, pay for unexpected medical expenses or make necessary home improvements. The U.S. Department of Housing and Urban Development offers some answers to common questions to help you decide if a reverse mortgage is right for you and your retirement budget.

Read More