Planning for long-term care better done early
Planning financially for ill health sounds like one of those textbook personal finance "musts" to be checked off every retirement-planning to-do list. That is, until you try it. Terry Hatch,...
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See if Roth is exception to put-off-your-taxes rule
Soon, all investors can sock away retirement money that will grow tax-free. But should they? Under recently signed tax legislation, affluent workers will be able to convert their traditional individual...
Coming out of retirement won’t be that easy to do
We hear a lot about how unprepared American workers are for retirement, but their bosses may be just as flat-footed. Questioning about 1,000 U.S. companies and 5,111 adults this year,...
Expect to live a long time? Take less from accounts
My husband and I are both retired. He was a plant foreman and I worked as an RN. We have transitioned from a lifelong "savings mode" to an "it's OK...
Join our search for signposts on road to the new retirement
Mary Jane Good advises start-up companies, volunteers with several community groups and is actively considering investment opportunities as she slowly diversifies out of a large position in her former employer's...
Shifting gears: Selling a change in strategy takes vision and a plan
After selling off their Elgin kitchen exhaust-system cleaning business in 2001, business partners Jean Jodoin and Chris Barry were ready for a change. They found plenty of it, switching to...
Feathering the nest egg with a gaggle of options
Entrepreneurial retirement-planning dreams often go something like this: Build business, sell business for huge profit at retirement to a larger corporation, live on the proceeds. But what if the white...
Ready or not, you’ll need an exit strategy
Forget succession plans. Small businesses today need concrete exit strategies, even when their businesses are taking off. Entrepreneurs need to be open-minded about selling, folding or passing on their companies...
Setting spending guidelines eases wedding stress
When Nilofar and Keith Compton were planning their wedding five years ago, they agreed on two things: Neither wanted to ask their parents to foot the bill, and neither wanted...
Road to fulfillment may not require any detours
Itching to ditch the corporate life for a favorite non-profit? Or how about taking a piece of the nest egg and buying a "turnkey" franchise that will virtually run itself?...