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Direct linkStein, Lawrence – School Business Affairs, 2010
For years, people have been taught that maintaining liquidity of assets, particularly at retirement, is beneficial. One's liquidity, that is, monies he/she controls and has ready access to for discretionary withdrawals, translates into uncertainty to the company holding those assets because they can be withdrawn at any time. If one can increase a…
Descriptors: Retirement, Insurance, Resource Allocation, Money Management
Johnson, Donald R. – School Business Affairs, 1998
School business officials should attend workshops and seminars to help them plan for retirement. When approaching retirement, SBOs should invest for low-risk growth, determine retirement goals, match insurance with needs, and decide when to stop full-time work. Retirees should invest for growth and income, withdraw assets at the right time, and…
Descriptors: Early Retirement, Elementary Secondary Education, Health Insurance, Money Management
Gress, D. H. – School Business Affairs, 1980
Information about tax-sheltered annuity plans and a questionnaire to assist in the evaluation of companies that provide a fixed annuity. (Author/MLF)
Descriptors: Financial Services, Investment, Money Management, Retirement
