“Off the Wall” Blog
Plan for Retirement
Have you filled out an online calculator survey to “find your retirement number”? Well life, like money, is complex. There are lots of moving parts. And it requires a lot more than just tallying up numbers to figure it out.
To make clear, confident decisions on your retirement plan, you need to start with a Private Wealth Design: a collaborative, creative, customized approach to turning a wealth of opinions, ideas, resources, and investments into a blueprint that represents the life you want to live.
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Articles on Retirement Planning
Use a Roth 401(k) to Boost Retirement Savings
There's a Case for a Roth to Boost Retirement Savings as New 401(k) Options Emerge. Many companies are starting to offer employees the choice of Roth 401(k)s as well as traditional 401(k)s to boost...
How Much Should You Save for a Comfortable Retirement?
How much should you save for a comfortable retirement? The answer: more than you may think. Your mindset is very important with respect to saving for practically anything, but it’s especially...
Retirement Risks: High Seas Ahead!
These retirement risks can derail your plans. As you plot the course to a happy and successful retirement, you’ll be navigating through a sea of financial risk. Whether you have a trusted wealth...
Secure a Survival Fund for Retirement
Once the steady salary stops and retirement begins it becomes crucial to establish a survival fund to cover your expenses. Bill Gates has a fortune estimated at $56 billion, according to Forbes 2011...
Are Your Retirement Plans Too Cliché?
Many soon-to-be retirees haven't seriously considered what they'll do in retirement. The concept of retirement has changed from a monolithic block of time after you've stopped working, into a fluid...
Make Your Retirement a Piece of Cake
Baking and retirement planning have a lot in common. They may not know it, but what many investors really want is for retirement to be a piece of cake. So how do they ensure that they get a great...