Baby boomers entering their “second acts” should think about these matters.  Provided by: Marc Aarons at Money Managers, Inc.   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In […]

The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons @ Money Managers, Inc. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to […]

Financial burdens could alter their retirement prospects. Provided by Marc Aarons @ Money Managers, Inc.   Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit card balances threaten to compromise their retirement plans. How serious is the problem? A study […]

Too many people make these common errors.  Provided by Money Managers,Inc. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. […]

How Much Will You Spend When You Retire? Will you have enough money to make ends meet? Provided by Marc Aarons   You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees […]