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10/17/10
Watch-outs 23. Planning for our later years
Filed under: Position Searching, Mature professionals, Observ. Trends
Posted by: site admin @ 9:07 pm

True, they are special advertizing sections. The
WSJ has offered constructive discussions
on life insurance, financial adviser help and
later career planning within firms.  Since this
is useful for all at one point in their  careers
and for mentors and managers, the topics
are worth “bookmarking.”


LIFE INSURANCE FOR VARIOUS OBJECTIVES
Source:   R. Banham, WSJ 9-15-10, p. D10-11
Mapping it Out
Banham scopes out one’s life insurance
need considerations from early in one’s
career to our mature years.  This is a “must
read” for those who have little idea of the
various considerations.
Added is a section involving our financial
planners.  It suggests questions we should ask
-when should we retire
-how to plan for expenses and income
-developing fund withdrawal plans
-RMD considerations
-quantifying specific risks

There are combination insurances and
other insurance “riders” that are introduced.

LIFE INSURANCE IN RETIREMENT
Source:  G. Weinstein, WSJ pull-out 9-15-10
Life insurance is a financial tool that has evolved as
an instrument to achieve many purposes.  This
article touches on considerations and options.
If interested Grace Weinstein has authored
several books that should be consulted.

AFTER THE 2008 DEPRESSION WORK
FORCE PLANNING

Source:  J. Mullich, WSJ 10-7-10
Coming of Age
This article reveals the rethinking that
individuals and firms are applying to
maintain and maximize the contributions
mature workers provide.  It is an eye-
opening perspective that might spread
from the few that have been cited in the
article.

3 Responses to “Watch-outs 23. Planning for our later years”

  1. site admin Says:


    Anne Tergesen and Leslie Scism talk about
    what I was afraid of with long-term insurance
    – increases in premiums.
     Please read the comments section of the link, too.
  2. site admin Says:


    This is as good as any place to contribute
    a meaningful listing of the differences
    between the certifications financial
    planners might indicate.

    WSJ gave a nice summary recently.
    Rigorous training
    CFP  CPA  CFP

    Less rigorous background / testing
    CRFA   CSA   CSFP

  3. site admin Says:



    NYTimes article on the challenges facing long care
    insurers and policy holders.

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