Blog Archives

RETIREMENT IQ: CAN YOU PASS THE QUIZ?

In another superb cbsnews.com MoneyWatch column, Steve Vernon asks: “Are you among the nearly half of Americans who can’t pass a financial literacy quiz?” “Being able to ace such a test is important for all age groups, but perhaps even

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PROSPECTS OF A FRUGAL RETIREMENT

You can never go wrong with a Steve Vernon cbsnews.com MoneyWatch column, and this typically informative and gracefully written one–headlined How Boomers are Adjusting to Prospects of a Frugal Retirement—is no exception.  Vernon writes: “Several years into America’s economic recovery

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WORKING UNTIL . . . WHEN?

“With Americans living longer and the Great Recession walloping employees’ nest eggs, a new CareerBuilder study estimates half of U.S. workers at least 60 years old don’t think they’ll be able to retire until 70 at the earliest,” writes Andrew

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RETIREMENT STRESS

“Three in 10 workers are stressed about retirement,” writes Hazel Bradford in a pionline.com piece, citing the 27th annual Retirement Confidence Survey released by the Employee Benefit Research Institute and Greenwald & Associates. “Despite that, only four in 10 have

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IS RETIRING LATER A RELIABLE STRATEGY?

“As in prior years, there is a big gap between when active workers expect to retire and when retirees say they actually did,” writes Rebecca Moore in An interesting  plansponsor.com piece, citing the 2017 Retirement Confidence Survey (RCS) from the

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RETIREMENT CONFIDENCE- UP

“Seventy-eight percent of investors think they will have enough money to maintain the lifestyle they want in retirement, up from 69% in 2014, “ writes Lee Barney in a plansponsor.com piece, citing the Wells Fargo/Gallop Investor and Retirement Optimism Index.

Posted in 401k, Boomer Retirement, Company Retirement Plans, Money and Aging, Pension Parameters, Planning for Longevity, Retirement Plans, Retirement Reality Tagged with:

Tax Time Guide: ‘Where’s My Refund?’ Tool Best Way to Check Tax Refund Status

OK, you filed your 2016 returns some time ago, so where the heck, you’re wondering, is the refund?  The IRS addresses the issue, reminding taxpayers “that while more than 90 percent of federal tax refunds are issued in 21 days

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WOMEN & RETIREMENT

“While it can be said that women have come a long way in the last few decades, they continue to face many social obstacles, not least of which is preparing adequately for retirement,” writes Lee Barney for plansponsor.com, citing the

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YOUR ‘POWER PERCENTAGE’

What is your power percentage and what does the metric mean in terms of retirement readiness? “If I were to approach you on the street and ask you how your financial life was going, on what basis would you answer

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HOUSEHOLD DEBT CLIMBS

“Americans are taking on a lot more debt,” writes Kathryn Vasel for cnn.com. “Total household debt climbed to $12.58 trillion at the end of 2016, an increase of $266 billion from the third quarter, according to a report from the

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