Seek and Find!
The saying “hope springs eternal” may capture the sentiments of most couples on the cusp of remarriage. But hope alone doesn’t assure smooth sailing the second time around.
Once the kids have flown the nest, or a family business has matured and changed hands, you might decide that a life insurance policy purchased years ago is no longer needed. As life circumstances change, the coverage may not seem worth the premiums.
For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then came the 20th century. Social Security, pension plans, and a growing leisure industry helped invent retirement to move aging workers out of the way of their younger and, presumably, more productive colleagues. In many workplaces, mandatory retirement rules made it official. If you were 65, it was time to trade your desk chair in for a recliner.
Saving and investing for several financial goals at once can be a difficult juggling act.
In this issue, we examine the impact of potential tax reform on the municipal bond market, steps to take as you enter your retirement homestretch, and creative ways business owners can use insurance.
In this issue, we explore the rising cost of health care in retirement, how long to retain your financial documents, and disability insurance for the self-employed.
Nancy Schlossberg had spent a career studying adult transitions—life changes ranging from relocation to divorce to job loss—when she undertook some major transitions of her own.
It pays to plan ahead.
