News & Updates

DEFINED BENEFIT OR DEFINED CONTRIBUTION

This week’s article, found in an issue of the Harvard Business Review, was of interest to me because it described very simply the difference between and shift from Defined Benefit retirement plans to Defined Contribution

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SUCCULENT SAVINGS

After what I hope was a hearty Thanksgiving day meal, I thought you would enjoy this article which suggests that you “consider throwing a new recipe onto your menu. Ingredients like contributions to an employer

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ALWAYS LEARNING

I read an article this week that was directed toward teachers who were revisiting their retirement plan “for when they are no longer lesson planning.” One section of the article in particular caught my eye

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STRUGGLING TO SAVE

“Why do you think Americans struggle to save for retirement?” This was one of the questions posed to an retirement expert in this week’s article. His response was “If I told you that people spend

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RETIREMENT IQ

This week’s article takes a close look at “new research that shows a startlingly low retirement IQ” Staying informed and being educated are important and so I thought to share with you three tips to

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RETIREMENT PITFALLS

This week’s article tells us that “When it comes to retirement planning, one of the most important things you can do is to make sure you’re creating a portfolio that will provide you with lifetime

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BABY BOOMERS AND LOW RETIREMENT IQ

This week’s article tells us ” While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions. New survey data shows folks between 52 and 70 years of

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EDUCATION AND RETIREMENT INCOME

This week’s article tells us that “While some recent studies have identified a decrease in the return to education as the labor market changes, education has a proven impact on lifetime income.” Lifetime income has

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MAKING BETTER DECISIONS

Weekly we try to provide you with information that may help you in your retirement planning. Sometimes that information is obtained from studies conducted through the use of a survey. You may ask how important

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RETIREMENT PITFALLS

Sometimes it is a good idea to review your retirement planning strategy and ask yourself if you are taking action that is sufficient to avoid some common pitfalls. This week’s article reminds us of six:

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OVERCOME FEARS AND TAKE ACTION

We have often spoken about how surveys “find Americans are most afraid of their money running out before their life runs out.” But this week’s article states that “they’re equally afraid that while they are

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DEBT IN RETIREMENT

We’ve spoken in the past about having adequate income during retirement, and have from time to time provided tools for estimating future financial needs. That’s why I found interesting this week’s article which concerns the

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DIFFERENT RETIREMENT PRODUCTS

“Life is unpredictable.” This comment caught my eye in an article I read concerning “different retirement products and savings strategies that seem to be everywhere we look these days.” The article stated that there’s one

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