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Last-Minute Financial Catch-Up Strategies for Baby Boomers is designed to assist middle-aged persons who have saved little or nothing for retirement and are trying to make up for lost time. The presentation discusses over a dozen strategies that can be used to increase retirement savings or decrease the amount needed to invest by making specific lifestyle decisions. Topics covered include saving in tax-deferred retirement plans, "moonlighting" for additional income, investing more aggressively, "trading down" to a smaller home, and moving to a less expensive geographic location.

Author:
Barbara O'Neill, Ph.D., CFP (Extension Specialist in Financial Resource Management, Rutgers Cooperative Extension)

Duration:
9 minutes, 55 seconds

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Additional Resources:

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A copy of this curriculum, including masters for slides and participant handouts, an evaluation form, and speaker's notes is available for $5. To obtain a copy, contact Barbara O'Neill.