May 31, 2018 | Asset Allocation, Money and Aging, Retirement Plans, Retirement Reality
If you are approaching the off-ramp to retirement – or are already there – it’s important to think about protecting what you’ve saved and helping to ensure that you’ll have enough income throughout your retirement. After all, you worked hard to get to...
Mar 8, 2018 | 401k, Asset Allocation, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards
In an excellent piece from Money, headlined Five Questions To Ask When You’re Choosing A Financial Adviser, Sallie Krawcheck CEO of ELLEVEST writes about a recent survey of 1,000 women and 1,000 men about money. The survey found that women are way less satisfied with...
May 28, 2017 | Asset Allocation, Do You Know, Pension Parameters, Retirement Plans
“The combination of working longer and waiting to start Social Security benefits is a reasonable way for older workers to address the modern realities of longer lifespans and meager retirement savings,” writes Steve Vernon in a cbsnews.com MoneyWatch article....
May 14, 2017 | Asset Allocation, Do You Know, Retirement Plans
Tom Selleck, among other celebrities, has done impressively slick infomercials extolling the benefits of reverse mortgages (truth to tell, by our light, his is the very best and persuasive of the lot—I mean, are there many others more trustworthy than the Blue Bloods...
Apr 16, 2017 | Asset Allocation, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans, Retirement Reality
“A CRR analysis finds that total wealth from retirement plans has largely been flat from 1992 to 2010,” notes a piece in thinkadvisor.com headlined Future Retirees Could Be More Reliant on Social Security. “Employer-sponsored retirement plans are providing less...
Apr 10, 2017 | Asset Allocation, Do You Know, Money and Aging, News, Retirement Plans
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...
