Blog Archives

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

Posted in Boomer Retirement, Money and Aging, News, Retirement Plans Tagged with:

POSSIBLE RETIREMENT COURSE CORRECTIONS

“It’s no secret that millions of Americans are approaching their retirement years with meager savings and high anxiety about their financial security. And a recent study from Merrill Lynch and Age Wave reveals steps that Americans are willing to take to

Posted in Money and Aging, Retirement Plans, Retirement Reality Tagged with:

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:

IRS, States and Tax Industry Warn of Last-Minute Email Scams

The Internal Revenue Service, state tax agencies and the tax industry warned both tax professionals and taxpayers of last-minute phishing email scams, especially those requesting last-minute deposit changes for refunds or account updates. As the 2017 tax filing season winds

Posted in Asset Allocation, Do You Know, Money and Aging, News, Retirement Plans Tagged with: , ,

RETIREMENT IQ: 3 KEY QUESTIONS

“How much do you know about planning for a long, financially secure retirement? Fidelity Investments recently prepared a two-part quiz that can help you answer that question,” writes Steve Vernon in another of his first-rate cbsnews.com MoneyWatch columns. “The first

Posted in Do You Know, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality Tagged with:

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

Posted in Asset Allocation, Boomer Retirement, Money and Aging, Pension Parameters, Retirement Reality Tagged with: ,

RETIREMENT PREPAREDNESS

“While most Americans realize retirement will be the biggest purchase of their lifetime—costing 2.5 times the cost of an average home—81% say they do not know how much money they will need to fund their retirement,” writes Rebecca Moore in

Posted in 401k, Asset Allocation, Do You Know, IRA, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards Tagged with:

TRENDS FOR RETIREMENT SAVERS (WHO ARE IN BETTER SHAPE THAN EVER)

“On Wall Street, they like to say that a rising tide lifts all boats—meaning that when the stock market is doing well, pretty much every investor benefits. That certainly seems to be the case right now among those with a

Posted in Asset Allocation, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality

ROLE PLAYING

One of our favorite financial writers is Tom Sightings (author of You Only Retire Once) and a piece he did for usnews.com is headlined with a very interesting question: What’s Your Retirement Role?  “The obvious difference between working and retirement

Posted in Do You Know, Money and Aging, Retirement Plans, Retirement Reality

THE LATEST ON WHEN PEOPLE STOP WORKING & RETIREMENT

“You’ve heard the horror stories about many Americans retiring with puny nest eggs and little income to live on. Still, data show that more than two-thirds of Americans are out of the full-time workforce by age 66,” writes Dan Kadlec

Posted in Do You Know, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality