by Leslie Marenco | Jan 1, 2016 | Articles, Retirement
The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, “Failing to plan is as good as planning to fail.” One of the first...
by Leslie Marenco | Sep 22, 2014 | Articles, Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still...
by Leslie Marenco | Jul 30, 2014 | Articles, Estate Planning, IRAs / 401(k), Retirement, Uncategorized
Whether you’re inheriting an IRA or aiming to protect your own heirs, you’ve got to learn to dance the IRS jig. Under normal circumstances, barring qualification for an exemption, a distribution from a regular IRA prior to age 59.5 will result in the distribution...
by Leslie Marenco | Sep 6, 2013 | Articles, Retirement
Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what retirement might be like…i.e., extra time to do what we want. But to have a fulfilling and enriching retirement, you need to do more than just wait to...
by Leslie Marenco | Aug 23, 2013 | Articles, IRAs / 401(k), Retirement
Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have a potentially devastating effect on the retirement plans of those who divorce later in life. Divorce after 50 usually results in a loss of income for both...
