Blog entries tagged with "bill roberts baby boomer retirement planning":


bill roberts baby boomer retirement planning: Retirement Planning for Baby Boomers, part 7 - 10/19/07 02:00 PM
Retirement Planning for Baby Boomers, part 7 by Bill Roberts
Defined Benefit Plan
If you are within 10 years of retirement and you don't have enough set aside to maintain your lifestyle upon retirement, you might want to consider creating your own Defined Benefit Plan Trust. It is a way to accumulate a lot … (10 comments)

bill roberts baby boomer retirement planning: Ray Lucia and Ben Stein "Buckets of Money" - 10/01/07 01:31 PM
Ray Lucia and Ben Stein by Bill Roberts
Saturday I had the great pleasure of attending a Ray Lucia "Buckets of Money" Retirement Workshop. Ray is a local San Diego boy who made good.
He started his career as an insurance salesman. He worked hard. He did all the right things. He acquired … (12 comments)

 
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