Archive for the ‘Retirement Planning’ Category


Which Retirement Plan Suits You?

Icon Provided by Joseph Regenstein IV, CMFC on August 7, 2010

Here’s an overview of the retirement plan landscape. All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that it is worth it to read up on your choices. Here’s a brief look at the different plans and what they have to offer. The Traditional 401(k). Most [...]

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Tags: 401k, administrative expenses, business owner, elective contributions, employer contributions, IRA, Pension, retirement plan administration, retirement plans, retirement savings plan, simple ira, small business owners


Should You Downsize for Retirement?

Icon Provided by Joseph Regenstein IV, CMFC on July 12, 2010

It may be better to sell that big home rather than keep it. You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your home? Or sell your home and retire? Maybe it’s [...]

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Tags: cash flow, corporate downsizing, early retirement, economy, financial resources, home equity, lifestyle, mortgage, retirement income


How Long Term Care Insurance (LTCi) Can Help Protect Your Assets

Icon Provided by Joseph Regenstein IV, CMFC on July 2, 2010

Create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long term care insurance will become very important in [...]

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Tags: home health aide, long term care, nursing home care, rehabilitative services