Tag: Retirement

Millionaire & Former Zappos CEO Died in November Without a Will. Here’s Why That Makes Things Extremely Complicated

Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. In response, his family has filed for access to the former CEO’s accounts and assets.2

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As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement. Before making any sudden changes, it’s important to remain rational and avoid these five big retirement mistakes.

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Within 10 Years of Retirement? Here’s How to Protect Your Financial Plan

Are you an investor who was planning to retire in the next ten years? Do the current market conditions make you fearful for your future? The recent decline in domestic and global markets has been undeniably rough for investors, especially those nearing retirement. Our 11-year bull market run came to an end in March when all major domestic indices dropped dramatically in one of the swiftest declines into a bear market we have seen.  Although the markets have since recovered from those bottoms very significantly, uncertainty abounds due to the ongoing global pandemic.  It is only natural to be concerned about how to approach retirement against a background of such uncertainty and volatility.

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What Could Tank My Success in Retirement Even Though Everything Looks Good on Paper?

When you visualize your retirement, what do you see? If you’re still far away from that milestone, your vision might remain a bit nebulous. For many individuals, the picture only grows clearer with time and detailed planning.
But even the best laid plans are not immune to derailment. Sometimes, the best way to prepare for the future is not only to imagine what could go right, but to be aware of what could go wrong.

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Helping Your Parents – and Yourself – Live Better Lives Into Retirement

Most Americans strive to live longer than their life expectancy.  Quality of life is a very important factor as well. In a 2018 poll by Axios.com, almost 7 out of 10 men want to live past age 77, the average life expectancy for men, and 57% of women would like to live past age 81, the average life expectancy for women.  In that same poll, when asked if they would like to live past 100, nearly half of the respondents said it depended on how much pain they were in or whether they would be able to live independently.1  It is widely recognized that many uncertainties and challenges come up as people age.  So, what are some things you can do to help yourself or your parents live better lives as you approach age 70, 80, and beyond?

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Hear How Atlanta Financial Makes Life’s Journey Richer

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