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Tag Archives: Baby Boomers

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Social Security planning for baby boomers

Social Security Planning For Baby Boomers

Articles, Financial PlanningBy Deb KriebelJuly 30, 2019

Born in the period between 1946 and 1964, a new wave of baby boomers retires every day. And for those boomers turning 62 this year, this will be the first opportunity to claim Social Security benefits. Unfortunately, they’ll suffer penalties if they do so before full retirement age. That’s why it’s so important to know…

How to Choose a Retirement Location

Articles, Financial Planning, Wealth ManagementBy Andy KroneJuly 3, 2013

While Americans have always been a mobile people, retirees aren’t moving to new places as frequently as they have in the past. According to census data, between 2010 and 2011, just 3% of those age 65 and older relocated. A lot of 401(k)s have taken a hit, the housing market fell, and many of those…

How to Start a Farm: Advice from a Financial Planner

Articles, Financial Planning, Wealth ManagementBy Deb KriebelMay 24, 2013

You probably remember the 1960s sitcom Green Acres, and its catchy theme song: Green Acres is the place for me, Farm living is the life for me. Land spreading out so far and wide, Keep Manhattan just give me that countryside.

How to Take a Tax-Deductible Vacation

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterMay 1, 2013

As my clients, friends, and colleagues know, I love to travel. While my vacations have not (unfortunately) been tax-deductible, they have been memorable experiences that will stay with me forever. For that reason, I often encourage my clients to take vacations; after all, we don’t know when our health will change and we’ll no longer…

A Financial Check-Up for Baby Boomers

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterFebruary 26, 2013

If you are a Baby Boomer – born between 1946 and 1964 – you are either retired or preparing for retirement. Whichever is the case, the new year presents a great opportunity to give yourself a quick financial check-up.

Financial Planning for Baby Boomers

Articles, Financial Planning, Wealth ManagementBy Deb KriebelJanuary 31, 2013

You were born between the years 1946 and 1964 — part of the explosion of births that resulted from World War II vets returning home and starting families. You’re often associated with the hippies of the 60’s and TV generation of the 70’s. You grew up with American Bandstand, Bewitched, Bonanza, Gilligan’s Island, and Lassie,…

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