A retirement plan is like a business plan

Bucher, Jeff
June 2012
Toledo Business Journal;Jun2012, Vol. 28 Issue 6, p22
The article discusses the need to have a comprehensive plan when thinking of a retirement plan which identifies commonly overlooked opportunities and threats including longevity, long-term care insurance, and inflation.


Related Articles

  • LTCI Integral To Retirement Planning. Clark, John // National Underwriter / Life & Health Financial Services;4/28/2003, Vol. 107 Issue 17, p12 

    Focuses on the importance of long term care insurance (LTCI) in retirement planning in the U.S. Steps on how to plan a risk-free retirement; Need for the education of people on the need for LTCI; Variety of services covered by LTC plans.

  • Almost a sure bet: You'll need long-term care later in life. Pedace Jr., Frank // Air Conditioning Heating & Refrigeration News;7/15/96, Vol. 198 Issue 11, p20 

    Offers advice on how retirees can plan for the requirements of long-term care insurance. Costs of long-term care; Insurance as a funding option; Guidelines for choosing long-term care insurance; Ways to reduce premiums; Contact information.

  • PLAN AHEAD During The PRIME YEARS For LONG TERM CARE. Zinkewicz, Phil // Insurance Advocate;7/28/2003, Vol. 114 Issue 28, p2 

    Reports on the protection of retirement savings from the increasing costs of long-term care in the U.S. Provisions of the Long-Term Care and Retirement Security Act of 2003; Long-term care insurance program for government employees; Inclusion of long-term care policies in employer-sponsored...

  • Is Your Retirement Plan Protected?  // India -- West;4/4/2014, Vol. 39 Issue 20, pA44 

    The article suggests ways to make a proper retirement plan that could preserve the family choices and also informs that a long-term care insurance policy can help protect and preserve income and assets accumulated by providing benefits to cover the costs of long term care services.

  • Long-term care policies can keep finances healthy. Schannep, Bart // Inside Tucson Business;10/23/2000, Vol. 10 Issue 31, p12 

    Focuses on the need for long-term care policies to follow savings and investment strategies for retirement in the United States. Mistaken assumptions on long-term care policies; Role of insurance companies in maintaining financial independence for long term care; Right time to consider...

  • Delaying retirement a few years can help for a lifetime. Kinney, Derrick // Fort Worth Business Press;7/11/2003, Vol. 16 Issue 27, p38 

    Presents tips on retirement planning in the U.S. Reasons behind a delay in retirement; Importance of setting retirement goals; Benefits of buying a long-term care insurance.

  • Post-Retirement Planning Or How To Take The Money Out. Johnson II, William T. // National Underwriter / Life & Health Financial Services;5/3/99, Vol. 103 Issue 18, p7 

    Discusses how retirees can invest their retirement funds in long-term care insurance plans in the United States. Things that retirees need to consider; Tasks of insurance agents; Consequences of distributions that could raise their tax bracket.

  • Seniors Dump Long-Term Care Insurance When They Need It Most: Retirement Scan.  // Financial-planning.com;10/7/2015, p1 

    A 65-year-old male with a long-term care insurance policy has a 32% chance of letting the coverage lapse before he dies, with his female counterpart having a 38% chance of doing the same; Plus, relocating overseas to avoid hefty health-related expenses.

  • Govt faces 'immoral' accusations over LTC reforms. Glenister, Michael // Money Marketing (Online Edition);9/5/2014, p9 

    The article reports on the criticism of the British Government by the Association of Professional Financial Advisers' (APFA) Director General Chris Hannant on communication over pensions and long-term care (LTC). Information is presented on the Care Bill that caps LTC costs at £72,000. Views...


Read the Article


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

Try another library?
Sign out of this library

Other Topics