Casey Dowd Archive
Published December 05, 2013
Tax planning isn’t a fun topic at any point in the year, but it can definitely be a drag during the holiday season. But for baby boomers who are on a fixed income and are either nearing or in retirement, year-end tax planning is the key to avoid overpaying on their taxes.
Published November 27, 2013
The bulls have been running on wild on Wall Street this year as the housing market continues to show strength, and boomers have a lot to be thankful for this year.
Published November 21, 2013
While the labor market continues to make a slow recovery, baby boomers face particularly tough hiring prospects. Here’s what they have to do to showcase their skills and overcome any stereotypes to prove to hiring managers their worth.
Published November 14, 2013
The 2008 financial crisis hit many baby boomers’ nest eggs hard, but now, five years later, Wall Street is rallying, the housing market has rebounded and the labor market continues its slow pace of recovery. But just because the economic climate has improved, that doesn’t mean saving for and protecting a nest egg becomes any easier.
Published November 07, 2013
Talking about death can be an uncomfortable conversation for anyone, but proper financial planning can ease any nerves that your family will be taken care of after you're gone.
Published October 31, 2013
Succession planning is often the most complex part of the estate planning process and without proper planning and execution of a succession plan, there could be trouble ahead for family businesses.
Published October 24, 2013
For baby boomers headed into the home stretch ahead of their retirement, preserving their nest egg is a constant goal—and questions swirl on the best way to do this.
Published October 17, 2013
When it comes to planning for health-care costs in retirement, women are more worried than men--and for good reason.
Published October 10, 2013
It can be hard to turn down family members that needed a cash infusion. But to keep both the relationship and retirement fund intact, boomers need to set clear payback guidelines and expectations.
Published October 03, 2013
When it comes to saving for retirement, starting early is key. But it's just as important to re-evaluate your savings plan to make sure it still fits with your financial picture and the economic climate.