Blog Archives

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

Posted in Boomer Retirement, Company Retirement Plans, Retirement Plans, Tax deductible, Tax Planning and Deductions Tagged with:

COMBATTING LOW INTEREST RATES

“Central bankers and governments must come up with new policies to buffer their economies against persistently low interest rates that threaten to make future recessions deeper and more difficult to avoid,” reported Ann Saphir in an interesting reuters.com piece headlined

Posted in 401k, Boomer Retirement, Company Retirement Plans, Do You Know, Retirement Plans, Small Business Needs Tagged with:

WHAT TO KNOW ABOUT THE ‘FIDUCIARY RULE’

“The Department of Labor’s revised ‘fiduciary rule’ is a great victory for consumers,” writes Alicia H. Munnell in a highly informative marketwatch.com piece. The rule is complicated but the goal is to make sure that those in the financial services

Posted in 401k, Company Retirement Plans Tagged with: ,

TAX TIME: A GOOD TIME FOR RETIREMENT PLANNING

“When it comes to financial planning of any sort, getting started is the biggest challenge. For better or for worse, finances are already top of mind as we head into tax season,” writes Dara Luber in a smart article for

Posted in 401k, Company Retirement Plans, Planning for Longevity, Retirement Plans, Retirement Reality, Tax Planning and Deductions Tagged with: ,

SEC to launch ads promoting adviser background checks

Binge-watching college hoops during “March Madness” has become a national obsession (and while we’re at it, good luck in your office pool), but understanding the ins and outs of financial regulations can sometimes, let’s face it, feel like being put

Posted in Company Retirement Plans, Pension Parameters Tagged with:

EMPLOYER 401(k) CONTRIBUTIONS UP

Ready for some encouraging data? “Employers are doing more to help workers save for retirement, including giving them more money,” writes Katie Lobosco in a cnn.com piece headlined Your employer is putting more money in your 401(k). The article continues:

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RETIREMENT QUESTIONS

There are many, of course, but prioritizing—not to mention answering—those questions can sometimes seem daunting. In an excellent marketwatch.com piece, Amit Chopra notes “one question I get asked more than any other: ‘Will I ever be able to retire?’  Chopra’s

Posted in Company Retirement Plans, Planning for Longevity, Protect Your Family, Retirement Plans Tagged with: ,

LEAVING MONEY ON THE TABLE

  “Americans are saving more, just not in their employer-sponsored retirement plans,” writes Tom Anderson in a cnbc.com column, citing “a new analysis by retirement market researcher Hearts & Wallets.” Other excerpts from his piece: “Average annual household savings increased

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MATCH POINT: DON’T MISS THE RETIREMENT BENEFIT YOUR COMPANY WILL MATCH

In a revealing reuters.com piece, Liz Weston writes that “LOS ANGELES -U.S workers are losing at least $24 billion in retirement plan contributions each year by failing to take full advantage of company matches, according to recent research by 401(k)

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