retirement Archives

43% of Arizonans 45-65 care for kids or aging relatives

Young girl's hand touches and holds an old woman's wrinkled hands.; Shutterstock ID 115740043; PO: 47953; Other: Public Affairs

A study issued today by BMO Harris Premier Services found 43 percent of Arizonans aged 45 to 65 are juggling the demands of caring for their children or aging relatives (i.e. parents, in-laws, grandparents, etc.). Seven percent currently care for both generations while 16 percent expect that they will have to care for the two… Read More →

‘YOYO’ Economy Creates New Reality

Key Elements to Retirement Planning

With Social Security in its 79th year, and with real concerns about the future of the program, there is a different reality for retirement planning than when the agency started many years ago. Preparing for a secure retirement has changed drastically with today’s Baby Boomers living in what many call a YOYO (You’re On Your… Read More →

Phelps will start comeback in Mesa

Michael Phelps

Michael Phelps is coming out of retirement, the first step toward possibly swimming at the 2016 Rio Olympics. The 22-time Olympic medalist will compete for the first time since the 2012 London Games at a meet in Mesa on April 24-26. Bob Bowman, the swimmer’s longtime coach, told The Associated Press on Monday that Phelps… Read More →

Shifting the financial focus

Dillan Micus

Many fail to plan how retirement funds will be distributed, Micus says Az Business: What challenges do you see your generation facing in regard to wealth management? Dillan Micus: In regard to helping people my age with their actual wealth management challenges, I empower my team to use our Retirement Income Distribution Strategy (RIDS). Often,… Read More →

USAA CEO Named Executive of the Year


Hiring and helping our veterans is as important today as it’s been at any other time in history. USAA’s chief executive officer will discuss how to assist veterans as they transition to civilian life when he’s honored for his achievements on April 25. Ret. Maj. Gen. Josue “Joe” Robles served for 28 years in the… Read More →

Tips For Maintaining Flexibility In Retirement


By Kim Bridges Your financial status in retirement is dependent on a number of factors, including available resources, economic and market conditions, and level of expenses. Some of these factors are within our control, and some are not. Since there isn’t much we can do to alter factors beyond our control, such as the inflation… Read More →

Podcast: Baby Boomers Redefining Traditional Retirement

Podcast: Baby Boomers Redefining Retirement
by in Economy | Podcasts | Real Estate

The baby boomers generation, comprised of about 90 million people, are beginning to head in retirement, but where are they headed? In this week’s edition of the AZ Business Magazine’s podcasts, we’ll take a look at not only where the baby boomers will take up residence, but also how this transition into retirement looks, as… Read More →