Apr 13, 2017 | 401k, Boomer Retirement, Company Retirement Plans, Money and Aging, Pension Parameters, Planning for Longevity, Retirement Plans, Retirement Reality
“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. “In...
Apr 7, 2017 | Boomer Retirement, Company Retirement Plans, Retirement Plans, Tax deductible, Tax Planning and Deductions
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 or less, some refunds may take longer....
Sep 14, 2016 | 401k, Boomer Retirement, Company Retirement Plans, Do You Know, Retirement Plans, Small Business Needs
“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...
May 11, 2016 | 401k, Company Retirement Plans
“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 industry act as...
Mar 15, 2016 | 401k, Company Retirement Plans, Planning for Longevity, Retirement Plans, Retirement Reality, Tax Planning and Deductions
“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 thestreet.com headlined Rev Up Your Retirement...
Mar 9, 2016 | Company Retirement Plans, Pension Parameters
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 through hoops. Now...
