As a follow up to the previous article about couples' retirement strategies, following are some points in planning and protecting your retirement plans should you wish to consider variable annuities and their special income guarantees not offered by any other investment.
With the normal challenges of retirement planning and the current financial crisis adding pressure to your planning, will your retirement portfolio be able to maintain your current lifestyle?
The holiday season can be a frantic time, both personally and professionally, but here are a few tips to help you.
It's hard to believe that anything that takes nearly 800 pages to describe could be time sensitive, however, the Housing and Economic Recovery Act of 2008 was recently enacted and, for many, it may provide the incentive needed to act now, and finally buy a home of their own. A new $7,500 tax credit for first-time home buyers is a temporary incentive from the government to boost interest in real estate - but the time frame to take advantage of the credit is limited.
This is the conclusion to the 36 tips I promised to help keep your business expenses in control:
When the federal government required one of its defense contractors to reduce its workforce, the contractor first evaluated its employees based on the criteria of performance, flexibility and critical skills.
Too often I am reminded of the impact that California state regulations and litigated claims can have against companies doing business in California, resulting in businesses closing or moving out of state.
Do you like numbers? Do you like them better when they involve tax savings? Here are 10 numbers and 10 tax-saving strategies to consider as the clock starts to wind down on 2008.
While the economic reasons for buying and selling in the stock market are critical, strategies to minimize your tax burden must also be considered.
One of the best educational experiences during my tenure in corporate America was the two-and-a-half years I spent crunching numbers for one of the largest consumer products companies in the country.
The odds are overwhelming that a wife will live longer than her husband. She is also two and a half times more likely than the husband to live alone. Needless to say, she has to be self-sufficient and the money has to last longer.
Stock market declines are an inevitable part of investing. We have all heard of strategies to stay the course and stay on track.
Why do the best ideas arrive in the shower?
Here are the next 12 tips for keeping your business expenses under control:
There is a saying by an unknown author that "anger is one letter short of danger."
Last week marked the end of the first half of the calendar year. It seems like January was just last week.
Starting or growing a family can be an exciting milestone in one's life. But as most experienced parents will tell you, your priorities are likely to change, and along with these changes come new expenses and responsibilities,
Being a trusted advisor is a place of honor. When you reach a certain stage in life, you are compensated not for what you do but for what you know.
With student loan debt nationwide at an estimated $1.2 trillion, homeownership for many recent and past graduates is a distant dream.
Throughout the years at the Advisory Board meetings I facilitate, I've heard a fair amount of laughter and grumbling from the business people who participate.
Jim, president of the top local IT company, came by the other day. He was not happy. He'd just been served with a complaint, alleging that he'd breached a new employee's contract, had wrongfully terminated her, and was guilty of breach of promissory estoppel (whatever that is?).
The bottom line, the profitability of a company, should matter to every employee but many owners tend to keep this information private. Owners then complain when profits are thin.
Even in a state with hundreds of miles of beautiful, sandy beaches, luxury home buyers in California preferred hilltop homes over ocean-front properties by a margin of four to one.
I've always liked watching team sports. Sometimes you don't even have to be watching a game to know how things are going. You simply have to listen. You can hear the winners.
Not yet using LinkedIn to help you find qualified professionals? You should be.