Welcome to Boomer Retirement Solutions!
We are dedicated to helping retiring 'baby boomers' with their financial plans.
| Ben Stein Talks Retirement - Part 1 |
| Ben Stein Talks Retirement - Part 2 |
| Ben Stein Talks Retirement - Part 3 |
Are you facing questions like these:
Will you run out of money when you retire?
It's a scary thought but really how prepared are you for retirement? Have you addressed the financial vulnerabilities associated with retirement and healthcare expenses or income and estate taxes? How much income will you need? How long will your assets last?
What are the steps to avoid triggering '20% mandatory withholding taxes'? Can you avoid paying early withdrawal penalties if you take money out of your retirement plan before age 59 1/2? Are you evaluating the unique rollover options related to owning 'company stock'? What options should you consider in evaluating retirement plan distributions?
Have you identified the risks your investments are exposed to? What strategies may help you better manage 'investment stress'? Are your investments suitable to your purposes and your personality? How can you preserve your legacy for your children and grandchildren?
We are baby boomers, who also happen to be financial advisors. We believe that true wealth management can help baby boomers achieve more peace of mind. Our clients find our firm to be caring and diligent in helping them achieve their financial objectives. We understand that your lifestyle objectives are unique and that you might be seeking ways to simplify your options, or manage the blizzard of financial information or simply need help in visualizing your financial future. Our mission is to make wealth management as convenient as possible.
We believe every Boomer family should conduct a "Financial Risk Audit" to identify and manage the vulnerabilities of retirement. We make this just one part of our wealth management approach with our clients. If you would like to arrange a time to conduct your "Financial Risk Audit" or any other retirement or investment related issue, simply "Ask the Advisor."
1/25/2008 - A SOUND FINANCIAL PLAN WILL HELP YOU THROUGH A TURBULENT ECONOMY
CFP Board encourages consumers to consult with financial planners to develop long-term goals
WASHINGTON, DC, January 25, 2008 - With the current nerve-rattling volatility in the stock market and growing fears of a recession, it's an understatement to say that many Americans are uncertain about the state of the U.S. economy. What is certain is that changes to the economy are raising questions and posing complex choices for individuals around the country. Certified Financial Planner Board of Standards, Inc. (CFP Board) encourages people to consult with CERTIFIED FINANCIAL PLANNER™ professionals for objective advice on their personal finances during these uncertain times.
"The Internet has made it incredibly easy for people to see short-term fluctuations in their investments," said David G. Strege, CFP ® of Des Moines, Iowa, 2008 Chair of CFP Board's Board of Directors. "At times when there are broader concerns about the economy, it's easy for short-term changes to seem bigger than they may in fact be. It's important to keep focused on long-term goals to put those daily fluctuations in perspective."
"Actions you take with your finances should be based on your personal goals - not what seems good at the moment or what your neighbor or co-worker suggests," he said. "Having a financial plan allows you to take charge of your financial choices and avoid reactions that may be short-sighted."
"No one approach will fit every situation," said Marilyn Capelli Dimitroff, CFP ® of Bloomfield Hills, Mich., 2008 Chair-elect of CFP Board's Board of Directors. "Financial goals vary, based on factors such as a person's age or tolerance for risk. But that's just scratching the surface. Financial planners who hold CFP ® certification have the training and experience to help people make financial decisions based on their personal life goals, taking into account all aspects of their financial situation."