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Working with the Real Millionaires Next Door

Erik Mikkelson was recently quoted in the September issue of Advisors Magazine as saying, “We strive to serve those who live life under the radar, are hardworking and are accumulators.” To see the entire article, click here.

Working in Retirement in an ‘Encore Career’

Unlike members of previous generations, baby boomers have animated the word “encore.” Coined by author Marc Freedman, the term “encore career” describes a person’s second life career in later years.

Recovering from Financial Mistakes

The adage is true: We all make mistakes, many of which are not necessarily our fault. However, you can easily trace back responsibility for mistakes such as buying a home that is too expensive, making ill-advised investments, not adequately saving for emergencies or retirement, or going into severe credit card debt.

So, how do you recover from financial mistakes?

The Importance of Setting Intermediate Financial Goals

You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams. Saving for retirement is a top priority for many people since some analysts suggest you may need as much as $1 million to retire comfortably.

Financial Tips for Caregivers of Parents and Children

On one side, people in the sandwich generation provide some type of care to aging parents. It may include financial, emotional, or health-care help.

On the other side, sandwich generation members are taking care of young children or boomerang kids. Boomerang kids are adults who have left home and later returned for financial reasons.

Tips for Building and Protecting Your Retirement Income

The creative team for real estate developers came up with the term “the golden years” in 1959 as part of a pitch to sell homes in the nation’s first large-scale retirement community. Developers of the $2 million golf resort in the middle of an Arizona desert were hoping to sell the idea of “an active new way of life” for people approaching retirement. Their idea worked!

Independence Day

Everyone knows that July 4th is “America’s birthday.” It’s the commemoration of our national independence. A day for fireworks and fun, patriotism and pie. A celebration of America itself.

But in a sense, the Fourth of July is even more than that.

Looking to Retire Closer to Your Grandchildren?

As retirement approaches, many couples start thinking about moving. Nearly two-thirds say they plan to move or will move when they retire. Retirees consider moving for several reasons, including the financial benefits (smaller house) and to be closer to family (grandchildren, in particular). However, moving can get expensive and complicated.

Health Insurance 101

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

How Do You Burn the Pounds?

Pounds. Pounds. Pounds. For many fitness enthusiasts, exercise is about burning those extra calories to shed that extra weight. In the final analysis, it’s about pounding the pavement to lose the pounds.

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