Sep 30, 2015 | Asset Allocation, Boomer Retirement, Pension Parameters, Retirement Plans
We’re accustomed to seeing some of the best retirement stories—and ideas—in usnews.com pieces, and as this recent one points out, “even if you feel you aren’t yet completely prepared for retirement, there is still time to correct mistakes, no matter what stage...
Sep 28, 2015 | 401k, Market Improvement, Pension Parameters, Retirement Plans, Risk and Rewards
How well has that 401(k) been working for you? As Nick Thornton writes in an interesting benefitspro.com piece, “updated research from the non-profit Employee Benefits Research Institute, a leading analyst of the defined contribution market, shows that savers who have...
Sep 26, 2015 | 401k, Retirement Plans
It’s absolutely essential, few would argue. But how much money to save? The question is addressed in an excellent Kelli B. Grant piece for cnbc.com. “A little more than half of households are at risk of being unable to maintain their pre-retirement lifestyle in...
Sep 24, 2015 | 401k, Do You Know, Risk and Rewards, Tax Planning and Deductions
Secrecy may be essential in affairs of state, but it’s not an especially good idea in a conversation about your financial affairs with an advisor. “You shouldn’t keep your symptoms a secret from your doctor, and you shouldn’t withhold pertinent information from your...
Sep 21, 2015 | Do You Know, Planning for Longevity, Retirement Plans, Risk and Rewards
There’s general agreement that waiting longer to file for Social Security makes good financial sense, but the problem is, as Tom Anderson writes in an excellent cnbc.com piece, “life often gets in the way.” Excerpts from his article: “A Nationwide Retirement Institute...
