We believe that baby boomers saving for retirement will have a dramatic impact on our economy...

This inevitable shift in consumer spending is going to make it tougher for the very people who need the savings to get the funds put away. How is your retirement plan looking?

 

Many boomers have had their meager retirement savings decimated by the global market meltdown. We will go over some strategies you can use to try and bounce back. Find out what might be the greatest threat to your retirement plan.

 

There are more people over the age of 100 in the USA than any other country, almost 100,000 strong and growing. Many people are working longer, what does this aging work force mean to your retirement? What kind of retirement are these future centenarians anticipating?

 

Our economy continues to become more globally connected. Some politicians seem totally unfamiliar with the concept of elasticity, which is taught in every basic economics course.  They seem to think that the imposition of higher taxes will simply result in more revenue without realizing that onerous taxes could have just the opposite impact. In our global economy, talent is willing to relocate to locations where business is treated more favorably. What will this global flow of business mean to our economy?

 

 

 

For many a primary source of retirement income is pensions. Whether federal, state, local or private, what is the current state of these pension systems? The sad fact is that most are underfunded. The Pension Benefit Guaranty Corp., which insures pensions for millions of retirees, already has an $11 billion deficit. That deficit is expected to rise as the recession drives more plan sponsors into bankruptcy. Find out how you can check in on the health of your pension plan.

 

The final segment will be our monthly income tax update which will be covering capital gains taxes and the impending changes in the estate tax.

 

All of this and more, especially your questions and comments at 800.738.1400.