Korn, Donald Jay
February 2007
Black Enterprise;Feb2007, Vol. 37 Issue 7, p44
The article looks at how entrepreneur Cassandra Mack managed her investments and retirement plans. Ivory Johnson, director of financial planning at the Scarborough Group, convinced Mack that she needs to start investing and planning for her retirement. Mack has a six-figure retirement account, a college fund for her child, and a plan for the future. She set up her company up as an S corporation to avoid being taxed at a higher corporate way.


Related Articles

  • The Costs of Owning Employer Stocks: Lessons from Taiwan. Yi Tsung Lee; Yu-Jane Liu; Ning Zhu // Journal of Financial & Quantitative Analysis;Sep2008, Vol. 43 Issue 3, p717 

    Using data on all employees at listed companies in Taiwan, we find that the bias toward employer stocks is generic to individual investor decision making, but not limited to retirement plans. Seventy-one percent of the sample employees invest in employer stocks and employer stocks make up on...

  • Shifting into Harvest Mode.  // Morningstar Practical Finance;Mar2009, Vol. 5 Issue 3, p11 

    The article offers tips for retirees on how to select the right investment products for their portfolio. It suggests that one way for retirees to adjust their portfolio is to have an appropriate asset allocation. It cites personal finance Web sites that contain tools and questionnaires which can...

  • In Search of the "Best" Retirement Strategy. Klinger, William // Journal of Financial Service Professionals;Jan2011, Vol. 65 Issue 1, p62 

    Adopting a strategy for withdrawing assets from a retirement portfolio is one of the most important decisions facing retirees. This paper examines eight retirement strategies proposed by researchers and pundits by simulating and evaluating the strategies according to a common set of criteria. In...

  • Planning Considerations for Senior Retirees. Dulisse, Richard // Advisor Today;Nov2007, Vol. 102 Issue 11, p12 

    The article provides tips on how senior retirees can achieve financial security to protect themselves from fallbacks in the market. First on the list is diversifying portfolios, which can help capitalists obtain a bigger long-term return. Another is tax planning, which balances tax revenues...

  • Design a retirement portfolio to beat inflation.  // Consumer Reports Money Adviser;Oct2006, Vol. 3 Issue 10, p9 

    The article presents the views of Dave Polstra, co-founder of Brightworth, regarding the way to design a retirement portfolio comprised primarily of stocks. Due to inflation, retirees could preserve their principal money by investing it. The retirement income should be divided into two, 60% in...

  • Equities Coming Back In Retirement Plans. Ackermann, Matt // American Banker;8/19/2009, Vol. 174 Issue 159, p10 

    The author reports that an increasing number of retirement plan participants are becoming involved with equity investments. Specific topics discussed in the article include the amount that assets in equity investments increased during the second quarter of 2009 and the differences that exist in...

  • Capital Ideas. Quinn, Jane Bryant // Newsweek;1/31/2005, Vol. 145 Issue 5, pE12 

    Offers financial advice for people planning their retirement on how to invest and withdraw money. Rejection of all-bond portfolios and all-stock investments; Suggestion that people arrange their portfolios with 60 percent invested in U.S. and international stocks and 40 percent in five-year...

  • Retirement: Get Pedaling Together. DUNLEAVEY, M. P. // Money;Apr2011, Vol. 40 Issue 3, p27 

    The article presents advice to couples on retirement planning. Start by jointly drawing up a list of lifestyle choices you would like to make upon retiring. Determine what your aggregate retirement savings are. Reconfigure your asset allocation with a regard for the younger spouse's life expectancy.

  • Tools and Tips.  // Money;Apr2005, Vol. 34 Issue 4, p180 

    This section offers financial planning advice for every age. Add up the total dollar amounts you invest and save annually. A good goal is 10% of your income. If you have a hard time developing a savings habit, sign up for a 401(k) and an automatic investment plan. That way the money is taken...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics