Word: planner
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...grown kids. Nine in 10 parents of adult children admit to having helped their kids financially - and a third of them concede that this aid is setting back their retirement aspirations, according to financial advisers at Ameriprise. "Have the courage to say no," says Renee Porter-Medley, a financial planner at Key Private Bank in Fort Myers, Fla. State colleges and small weddings are fine; you are under no obligation to help with a down payment. If the kids need money, let them get loans. They have decades to repay them; you can always help out later...
...addition, you'll probably be able to postpone collecting Social Security and become entitled to a higher monthly benefit. A typical 62-year-old would boost annual retirement income 22% if he worked three more years and 39% if he worked five more years, says Christine Fahlund, senior financial planner at T. Rowe Price. "Be flexible with your retirement date," she advises. "In today's world of greater longevity, retiring at 60 or 62 is getting less realistic anyway...
...There's been a discernible increase" in the number of clients opting to go out on their own in the past year, concurs June Walbert, a certified financial planner with USAA Financial Planning Services...
...Geoffrey VanderPal, a certified financial planner and chief investment officer at Skyline Capital Management in Austin, says he isn't surprised by the survey's results. "Most of my clients are cautiously optimistic," he said, although most are expecting a double-dip in the economy before the real rebound comes...
...attract new candidates for the application, or it might move the application deadline from the spring to the fall so that the position would draw interest from students who still have all their options open. It might look outside of the Harvard undergraduate population for a more experienced event planner to hire; the additional salary expenses would be more than offset in money saved by avoiding needless monetary waste. Most radically, University Hall might even begin allowing those undergraduates elected to lead social programming to have some real authority and input in shaping the year’s social calendar...