Seminar Recap: Discover the Seven Wonders of the Baby Boomer Retirement World

A gold watch at 65, a healthy pension, and substantial Social Security income. That’s the way it used to be. But the reality of retirement today looks much different. In fact, nearly half of the 78 million baby boomers – those born between 1946 and 1964 – predict they will have to work well into their 70s. In addition, many find themselves with little in the way of liquid assets – an average of under $150,000 to last their lifetime. At a time in their lives when financial obligations should be easing and their funds and thoughts directed to an enjoyable retirement, baby boomers are:

  • Living longer (sometimes 30 years past retirement age!), facing rising health care costs, and in danger of outliving their savings;
  • Squeezed financially as they simultaneously care for aging parents, help adult children, and save for retirement;
  • Lacking financial plans that can help guide decision-making;
  • Struggling to decide how long to work and where to live.

The retirement specialists at Access Wealth Planning have identified seven areas of concern of which every baby boomer should be aware.

  1. Social Security
  2. The ABCs & D of Medicare
  3. The Potential Uses of the Stretch IRA
  4. Creating an Income Stream
  5. The Investment Portfolio Matrix
  6. The Financial Longevity Checkup
  7. The Methodology of Planning

These interactive events offered individuals the opportunity to understand and implement a plan that can help them retire on their own terms. The event was hosted by Access Wealth Planning advisor, Bruce Milove, a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Baby Boomer Retirement Specialist. Successfully and passionately serving the baby boomer community for 30 years, Access Wealth Planning, LLC is the:

  • Creator of The Boomer Financial Radio Network talk show on WMTR-AM;
  • Publisher of the semi-annual newsletter, Financial Advice for the Baby Boomer;
  • Developer of the Baby Boomer Unique Retirement Plan; and
  • Creator of the Baby Boomer Retirement Website (www.babyboomerplanning.com).

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Contact Bruce Milove or Howard Milove at (973) 740-2400 to learn more.