Archive for November, 2009


Americans Delay Retirement

Icon Provided by Joseph Regenstein IV, CMFC on November 12, 2009

What does it mean for people and companies? Is 70 the new 65? It may be, for many Americans are electing to postpone retirement as an effect of the recent volatility in the financial markets. If 70 is the new 65, some workplace changes are worth noting – these trends may be affecting you, your [...]

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: baby boomers, boomer, exit plan, financial decisions, financial markets, Financial Planning, retirement, retirement goals, Retirement Planning, retirement survey


Inheriting an IRA – Make Sure You Pay Attention to the Rules.

Icon Provided by Joseph Regenstein IV, CMFC on November 10, 2009

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: beneficiaries, beneficiary, distributions, heirs, Inherited IRA, IRA, ira assets, ira balance, irs rule, lump sum, required minimum distribution, tax scenario


Economic Update for November 2009

Icon Provided by Joseph Regenstein IV, CMFC on November 9, 2009

Quote of the month. “A man is a worker. If he is not that, he is nothing.” – Joseph Conrad The month in brief. Questions about the strength and speed of the recovery hampered stocks by Halloween, although positive economic news continued to surface. The service sector and the manufacturing sector were both growing; consumer [...]

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: assets, commodities market, consumer spending, economic health, Economic Update, inflation, irs, rainstone