From the category archives:

Retirement

Your Annual Financial To-Do List

by Rose Greene, CFP on October 29, 2012

Things you can do before and for 2013. Presented by Rose Greene   What financial, business or life priorities do you need to address for 2013? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the [...]
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401K/IRA Rollover

by Rose Greene, CFP on June 4, 2012

Baby Boomers and Retirement Hopes

by Rose Greene, CFP on May 27, 2011

A Generation Needs Help To Keep Its Dreams Alive. Presented by Rose Greene Financial What do you think your retirement will be like? If you are like many baby boomers, you may be pessimistic about it. Look at the results of a recent poll conducted by the Associated Press and NBC’s LifeGoesStrong.com: Only 11% of [...]
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Your Retirement Checklist

by Rose Greene, CFP on August 6, 2010

Planning for retirement is a lifelong process defined by distinct phases: the Accumulation Phase, represented by your working years; and the Distribution Phase, which you enter when you retire or begin tapping into your retirement savings. By implementing some basic planning steps during each of these phases, you can achieve your financial goals for retirement [...]
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How filling out Form SSA-521 could help you put more money in your mailbox. Provided by Los Angeles Financial Planner, Rose Greene, CFP® A couple of years ago, Boston University economics professor Laurence Kotlikoff publicized a mindblowing discovery: retirees could dramatically increase their Social Security checks by reapplying for Social Security benefits. It was entirely [...]
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