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Small Business Boomers

Archive for the ‘national retirement planning month’ Category

August 19th, 2008

Baby Boomers in 2030 - Will we still have Social Security?

We have been hearing about the possible to demise of Social Security for years, but a look at the demographics of the U.S. in 2030 gives us a really clear picture of the problem. MarketWatch gives us U.S. Census Bureau projections, as they effect those of us in the baby boomer generation. It will […]

By Jean -- 2 comments

July 27th, 2008

Free teleseminar from Bill Losey

As part of National Retirement Planning Month, Bill Losey has put together several teleseminars.  The last one is next Wednesday.  Here are the details:
Wed., July 30th @12pm EST, 9am PST - The Joy of Not Working
 w/Best-Selling Author Ernie Zelinski
CALL-IN NUMBER & ACCESS CODES ARE THE SAME FOR ALL EVENTS. NO RESERVATIONS ARE REQUIRED.
Call-In Number: 1-605-475-4150
Access […]

By Jean -- 0 comments

July 14th, 2008

What if baby boomers want to use a financial planner?

One last question in my interview with Bill Losey for National Retirement Planning Month:
Q: We talked about baby boomers being their own financial planners. What if I decided I needed a retirement plann. What would I have to pay? What kinds of people typically use a financial advisor?
A: Baby boomers […]

By Jean -- 0 comments

July 9th, 2008

Should You Use a Retirement planner?

To continue my interview with Bill Losey, about National Retirement Planning Month:
Q: Bill, you mentioned in our last discussion about emotion in making retirement decisions. I have a financial background and I always thought I was making un-emotional decisions, but after reading Retire in a Weekend I realized I was letting emotion rule me. […]

By Jean -- 0 comments

July 8th, 2008

The Big Worry for Boomers: Will I Outlive My Retirement Savings

Last week, I posted some questions and answers from my interview with Bill Losey about National Retirement Planning Month.  This week, a couple more questions: 

Q:  You mentioned that the #1 biggest concern baby boomers have is that they will outlive their incomes.  I can certainly relate to that one!  What’s the best strategy to alleviate this concern?
A: […]

By Jean -- 4 comments

July 2nd, 2008

The Single Biggest Retirement Planning Mistake Boomers Make

Are you thinking about retirement in the next few years? In my interview with Bill Losey in recognition of National Retirement Planning Month, I asked him:
Q: What is the single biggest mistake people make in planning their retirements?
A: In Retire in a Weekend I said the biggest mistake is taking advice from unqualified […]

By Jean -- 2 comments