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Positive Retirement Attitudes Don’t Translate to Positive Retirement Planning: Lincoln Financial
It’s the gagillionth survey of its type—one that finds a disconnect between optimism and action—and the only thing…
June 30, 2015
From Hippies to Hard-of-Hearing: 46 Years After Woodstock, Baby Boomers Are Playing It Safe
It’s been 46 years since Woodstock, which drew 400,000 young people to upstate New York for three days…
June 28, 2015
On 80th Anniversary, Remind Clients About my Social Security
As the 80th anniversary of Social Security approaches, remind your clients to sign up for their Social Security…
June 17, 2015
Nine in Ten Consumers Believe Financial Advisors Puts Their Interests First
Great news from the consumer front! It seems financial advisors are gaining in trustworthiness and consumer satisfaction. A…
June 15, 2015
Major Retirement Fail: 80 Percent of Americans Can’t Pass Basic Quiz
Just 20% of retirement-age Americans can pass a basic quiz on how to make their nest eggs last…
June 14, 2015
E-Delivery of Plan Documents Could save $500 Billion Annually: SPARK Institute
The SPARK Institute, a retirement plan industry advocacy organization, recently released a comprehensive white paper which examines the…
June 14, 2015
Gen X Low on Retirement Optimism: Northwestern Mutual
Not a big surprise, given the generation’s reputation. Despite a recent PNC Financial Services Group study to the…
June 13, 2015
How the Supreme Court (Sorta) Got it Wrong on Tibble
Defense of plan sponsors in the outcome of Tibble v. Edison case comes from an unlikely source—The Huffington…
June 13, 2015
Almost 40 Percent of Workers Globally Are ‘Habitual’ Retirement Savers
Globally, 39 percent of workers are “habitual savers” who say they always make sure that they are saving…
June 3, 2015
Boomers Are Returning to Work, But Not for Pay
A new study from Bankers Life Center for a Secure Retirement finds that “72 percent of America’s retired…
May 21, 2015