Blog
Your Adult Exercise Program: Safety and Planning
A common issue for many aging adults is that they know they will benefit from an exercise program, but they are unsure of where to begin. As you move towards changing your lifestyle be sure to proceed with a good plan and to use caution to ensure a safe experience....
Money Management For Seniors
You have managed your career wisely and you are nearing retirement, but now is not the time to forget the tools that brought you here. Financial management remains an essential component of your retirement. Be sure to keep the following issues front and center as you...
Fitness As A Lifestyle
Aging adults can benefit from regular exercise and increased physical activity. Getting started with an exercise program can seem daunting, no matter what the benefits. One approach to fitness is to create a program that incorporates increased physical activities as...
Is Now The Time? Timing Your Retirement
Each day, thousands of Americans are faced with the decision of whether to retire or not. They have worked hard, saved some money, and are now eligible for certain benefits. They may jump right into retirement, but a wiser route would be to look for some of the signs...
Active Lifestyle: Key For Aging Adults
As you grow old is critical to maintain an active lifestyle that includes regular exercise. Exercise brings physical benefits as well as an improvement in one’s confidence, mood, and memory. Regardless of your age or current fitness level, you can benefit from...
Saving For College AND Retirement
Hardly a day goes by without a news report alerting us to the sky-high costs of higher education. Parents lie awake at night, wondering how to pay their bills, save for retirement, and fund their child’s college education. A new study, “How America Saves For College,”...
Benefit Plans – Who Participates?
As the American business landscape shifts company-sponsored retirement plans are becoming less common. A recent analysis of census bureau data conducted by the Employee Benefit Research Institute indicates that less than 50% of employed Americans enjoy such a plan. So...
Retiring Soon? Here are 7 Tips For You
You have worked hard, saved wisely, and now you are ready to retire. Or are you? If you are considering retiring soon be sure to be prepared. These guidelines will help you make the most of your golden years.
Shoe-String Retirement Tips
You are retired, but like many people you have concerns about how to stretch your savings. You want to be active and engaged with your time, but how do you keep on budget while maintaining fitness? A healthy body and mind is key to enjoying the fruits of retirement so...
Tracking Down Money For Today And Your Future – Part 3
This is part three in a series on preparing for retirement. If you're just joining us, please check out parts one and two to get up to speed. Previously, we looked at how you can get started on planning for your retirement by adding up your current assets to...
Precious Metals: Part of the New Retirement Plan
Not long ago most people’s retirement plan consisted of counting on Social Security and participating in their company’s 401(k) plan, if it existed, or perhaps playing the stock market. The rising federal deficit, the economic downturn, and the volatile stock market...
Tracking Down Money For Today And Your Future – Part 2
Yesterday we discussed a quick way to get started on planning your retirement, regardless of age or how much you have saved. If you missed part one, we certainly recommend that you click here to check out part one and get caught up. We left off after counting up your...
Tracking Down Money For Today And Your Future
For lots of individuals, thinking about planning for their retirement can be put off simply because they do not know where to begin. Building on this notion, many individuals do not even know how much money that they currently have access to, or what funds they will...
Four Things You Need To Know About Self-Directed IRAs
Here are four things you should know about self directed IRAs that should make them a more appealing option for a lucrative investment.
Five Ways To Stay Debt Free
Getting into a spot where you're in debt can be pretty easy to do, just ask the majority of Americans. If you include secured debt in the figure, close to 80% of Americans are in debt (if not, it's still around 50%, which is still a large percentage). Getting out of...
Conflicting Views On Handling Money – Older Parent’s Views On Their Children’s Finances And Vice Versa
There always seems to be discussion about communication gaps between parents and their children. It isn't always easy for parents to get important messages across to their children, and how they should handle their money is a big one. For most parents, discussions...
Baby Boomers Are Retiring Later In Life – A Few Things You Can Do To Ensure You Retire Sooner Than Later – Part 2
Yesterday we discussed some of the financial problems that the baby boomer generation has encountered as they enter their retirement (You can view this post by clicking here). Some of the statistics that are coming out regarding the age of retirement for a lot of...
IRS Filing Requirements for a Multi-Member CheckBook IRA LLC
IRS Filing Requirements for a Multi-Member CheckBook IRA LLC by Jordan Sheppherd In an earlier post entitled IRS Filing Requirements for a CheckBook IRA LLC, I explained why a single-member IRA LLC or an LLC with one IRA as the owner was not required to file a Federal...
Baby Boomers Are Retiring Later In Life – A Few Things You Can Do To Ensure You Retire Sooner Than Later – Part 1
New data concerning those entering their golden years has recently emerged concerning retirement, and it's news that likely won't make that crowd happy. My New Financial Advisor, a financial advising company based out of California, has indicated that the majority of...
The NEW Definition of Retirement – The act of retiring to the thing that really excites you
Retirement has come to take on new meaning in recent years. Where it used to mean more time to sleep and doze on the porch with the pooch or to sit on a beach in Florida, now it’s more a time to indulge in the things that you’ve been wanting to do for years! It’s time...
5 Popular Investments for a Check Book IRA LLC
We’re often asked by current and prospective clients what other people are doing with their retirement money.
Tom Woods Smashes the Federal Reserve & Stands Up for Free Markets
http://www.youtube.com/watch?v=541bajR4k8g I'll be posting some economics related material in the next few weeks, and I can't think of a better place to start than with this lecture entitled "Meltdown" by Dr. Thomas E. Woods, Jr. Tom Woods is a New York Times...
Don’t Forget to Renew Your LLC (Like I Did)
For those of you who already have a CheckBook IRA, here’s a friendly reminder to renew the LLC. An LLC continues in existence only at the pleasure of the State in which it was created.
What Kind Of Exercises Should Seniors Be Doing?
Yesterday we established that one of the keys to a happy retirement was getting out and about, socializing, and most importantly fitting some kind of exercise into your weekly game plan. As we age, it gets increasingly difficult to maintain physical fitness – but that...






