Retirement Planning

Atlanta Retirees – Beating Boredom

By Bob Goldberg / February 10, 2020

This might be hard to believe, especially if you aren’t retired, but some people start to feel a little dissatisfied with retirement after the initial honeymoon has lost its luster. Retirement can last a long time and if you spend it sitting around watching television and catching up on your sleep, you can get bored…

Read More

Your Business Law Firm in Atlanta and Early Retirement

By Bob Goldberg / January 8, 2020

Most people plan on retiring in their 60s. However, the age of retirement has been slowly climbing the last several years. This means that many Americans could work into their 70s. But that doesn’t mean you have to wait that long to retire. With some foresight and planning for the future, you can retire when…

Read More

The Good News and The Bad News About Retirement

By Bob Goldberg / April 20, 2012

The good news is that Americans are living longer, the bad news is that it costs a whole lot more to retire than it used to. But the rising cost of retirement has more to do with just longer life expectancy. As this recent article in the New York Times points out, “Social Security and…

Read More

What Will You Be Doing With This Year’s IRA Withdrawal?

By Bob Goldberg / January 13, 2012

Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep their taxable income down, and give to a cause they care about all at the…

Read More

Long Term Care Insurance Is Tax Deductible for Business Owners

By Bob Goldberg / December 9, 2011

By now most people, when planning for their “Golden Years”, know that they need to consider the possibility that they may need long-term care at some point in time, and that long-term care insurance is a logical option for this purpose. What most people don’t know is that if you are self-employed or own your…

Read More

NOW is the Time to Think About Long-Term Care

By Bob Goldberg / November 11, 2011

As Baby Boomers begin to retire and to think about life after retirement, many find that one of their primary concerns is that of long-term care. Some news sources seem to think that paying for long-term care is going to be a number one issue in the coming years, not only for elderly individuals and…

Read More

Good News for Retirement Savings in 2012

By Bob Goldberg / October 28, 2011

The past few years have been very hard on retirement savings. As if the devastating impact of the economic crash on retirement assets wasn’t enough, many people weren’t able to sock away nearly as much as they’d like during the lean years that followed the crash. But a new article in U.S. News and World…

Read More

There’s More than One Way to Name IRA Beneficiaries

By Bob Goldberg / September 23, 2011

Do you know the best way to pass your IRA savings on to your loved ones when you die? It sounds like a simple question, but naming beneficiaries for your IRA is not always as straightforward as it sounds. This article in CBS MoneyWatch explains: “Without proper estate planning, you may be reducing your family’s…

Read More

Is Planning for the Future Easier if You’re Single?

By Bob Goldberg / September 21, 2011

“The grass is always greener on the other side of the fence.” It seems that this old adage is appropriate for married people planning for retirement, who look over the fence at their single counterparts and imagine how much easier it must be for them. According to a recent article in the New York Times,…

Read More

How Does Your State Rank on the Long-Term Care Scorecard?

By Bob Goldberg / September 9, 2011

One of the primary concerns of the aging population is long-term care. As the life expectancy of Americans goes up so does the expectation that they will someday need some form of long-term care. You may not know whether that care will happen in a hospital, a nursing home, or in your own home, but…

Read More