Boomer-Living.com...enhancing the lives of Active Baby Boomers.

3 Reasons Boomers’ Retirement Plans Will Fail

Posted in: Financial Center & Financial Planning |

This is not a politically correct argument. It is not a ‘let me tell you what you want to hear’ article. What it is, is a factual, no holds barred, reality check for you based on your plans to retire....

Tags: assets, boomers, investments, reality check, retirement plan

No Estate Tax for 2010…….For Now

Posted in: Financial Center & Financial Planning |

As of Jan. 1, there is no federal estate tax and a reduction in the number of taxable estates in the US. Unfortunately, the clock is ticking on this federal tax hiatus, and the alarm may sound before...

Tags: boomers, estate tax returns, federal estate taxes, senate, sunset provision

How Boomers Can Choose the BEST Financial Advisor

Posted in: Financial Center & Financial Planning |

After a turbulent 2008 stock market, many investors are questioning their financial advisors value. As a matter of fact, many will seek a new advisor in the years to come. And while this may seem a daunting...

Tags: best wealth management, financial advisors, qualitative questions, ultimate success

Reasons Boomers Should Rollover Their 401(K) to an IRA

Posted in: Financial Center & Financial Planning |

So Boomer, you just found a new job or better yet retired and you are wondering if you should do something with your old employer’s 401(k) Plan. You are not alone. I get this question often so here is...

Tags: 401 k plans, beneficiary, boomer, individual retirement account, investment options

Meet Our Directors

Posted in: Boomer's Speak & Coffee House Blog |

Seasons Greetings from Boomer-Living.com Meet Our Director KELLY CAMPBELL We wish you and your family a very happy Holiday Season and a New Year filled with peace and prosperity. Click HERE...

Tags: financial director, kelly campbell, new year, peace, prosperity, seasons greetings

The Roth IRA Conversion

Posted in: Fire Your Broker |

Join Kelly Campbell as he tells Baby Boomers about the benefits of the Roth IRA Conversion.

Tags: baby boomers, broker, Roth IRA

Do You Know Where Your Money Is?

Posted in: Fire Your Broker |

Join Kelly Campbell as he tells Baby Boomers how to take an inventory of their assets.

Tags: assets, baby boomers, broker

Kelly Talks About Investing

Posted in: Fire Your Broker |

Join Kelly Campbell as he talks about Investing - Globally. Kelly advises against following the "Herd Mentality"

Tags: broker, finances, investing

Kelly Addresses Unemployment

Posted in: Fire Your Broker |

Join Kelly Campbell as He Explains Unemployment Numbers and What They Mean to You

Tags: finances, kelly campbell, unemployment

Is Your Broker Fooling You and the SEC?

Posted in: Audio Network & Fire Your Broker |

Kelly discuses the transcripts of Bernie Madoff and how these documents talk about deception. Kelly provides excellent information to help you determine if you have a good broker or one who is in the...

Tags: bad brokers, Bernie Madoff

Thank You Bernie Madoff

Posted in: Audio Network & Fire Your Broker |

Join Kelly Campbell as he discusses why the greed of Bernie Madoff and a small number of  other Investment Brokers have given the investment industry a severe black eye. Kelly describes what to look...

Tags: Bernie Madoff, financial disaster, investment brokers

Annuities and Boomers

Posted in: Audio Network & Fire Your Broker |

Is your broker investing with your best interest at heart or are they primarily concerned about their own commission? Kelly Campbell discusses Long and Short Term annuities and how one might be best...

Tags: annuities, boomers

Kelly Campbell, CFP, ChFC, CMFC

Posted in: Boomer-Living's Authors & Financial Authors |

Kelly Campbell, CFP, ChFC, CMFC, Boomer-Living Contributing Editor and Host of Wealth Talk (Boomer-Living Audio Network), has over 16 years experience in financial planning, and offers valuable insight...

Kelly Addresses Saving Rates

Posted in: Audio Network & Fire Your Broker |

Podcaster Kelly Campbell, CFP discusses savings rates today.

Tags: recession, save money, savings

Fire Your Broker – With Kelly Campbell

Posted in: Audio Network & Fire Your Broker |

Content with your broker?  Listen to what Kelly Campbell has to say.

Tags: broker, job, kelly campbell, recession, stock market