Robert R. Rowley PS

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Category: Legacy Planning

It’s Time to Rethink the Bucket-List Retirement- The Wall Street Journal.

It’s Time to Rethink the Bucket-List Retirement http://www.wsj.com/articles/its-time-to-rethink-the-bucket-list-retirement-1458525877

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What if Something Happens? Basic Estate Planning | AIER

What if Something Happens? Basic Estate Planning | AIER

Everyone needs to get their affairs in order as death is inevitable to all.  The last thing you want to do is leave your affairs not in order and leave a mess for your grieving family.  Please contact my office if you want to discuss your options which includes simple estate planning.  I am flexible […]

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New Study Questions Retirement Planning Calculators’ Accuracy – WSJ

New Study Questions Retirement Planning Calculators’ Accuracy – WSJ

http://www.wsj.com/articles/new-study-questions-retirement-planning-calculators-accuracy-1455822613

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Giving Thanks for Social Purpose Corporations | Stacey Romberg

Giving Thanks for Social Purpose Corporations | Stacey Romberg

A Public Benefit Corporation is still a for-profit business entity. However, it differs from other for-profit corporations in one significant way: The corporation is required to aim to benefit the public (i.e., do good) and must include that purpose in its corporate charter.  The corporation’s board of directors must take the goal of aiding the […]

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Liberal Arts Students Earn Less- The Wall Street Journal.

Liberal Arts Students Earn Less- The Wall Street Journal.

Parents’ Fears Confirmed: Liberal Arts Students Earn Less http://www.wsj.com/articles/parents-fears-confirmed-liberal-arts-students-make-less-1446582592

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Work in Retirement? Don’t Be So Sure. – Wall St Journal

Work in Retirement? Don’t Be So Sure. – Wall St Journal

Two new studies find an increasingly worrisome disconnect between Americans’ plans to continue working in retirement and their ability to do so. Retirees have long depended on three sources of income to pay their bills in later life: Social Security, employer retirement plans and personal savings. In recent years, though—and, in particular, in the wake […]

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When Do You Need To Make A Will? – Yahoo Finance

When Do You Need To Make A Will? – Yahoo Finance

                  By Gerri Detweiler May 8, 2015 8:42 AM If there is one thing we need to get done before we die, it’s making a will, but you probably won’t find it on anyone’s bucket list. A lot of us never get around to it. In fact, more than half of Americans […]

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No Plans For Retirement?

No Plans For Retirement?

Glasbergen Cartoon Service

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How to Vet a Charity – Wall St. Journal

How to Vet a Charity – Wall St. Journal

The good news for careful givers is that in return for their tax-free status, nonprofit groups other than churches typically must make extensive public disclosures about their finances and governance. Some state authorities require useful disclosures as well. The result is a wealth of information and analysis available to prospective donors, much of it free […]

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High Poverty After ‘Gray Divorce’

High Poverty After ‘Gray Divorce’

How divorce after 50 may affect your retirement savings – Chicago Tribune http://www.chicagotribune.com/business/yourmoney/sc-cons-0205-journey-20150202-column.html

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