Browsing Tag
Retirement Planning
353 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
‘Financial Wellness Membership’ Targets Boomers
Silvur launches first-of-its-kind “financial wellness membership” via an app for the modern Boomer retiree in a post-pension world.
Calculators Show Impact of Potential Social Security Benefit Cuts
As the retirement planning world awaits the latest annual Social Security Trustees report—expected to drop any day now—one…
Peter Mallouk Launches Financial Education Center in Low Income Area
The country’s wealth gap is a perennial problem, one exacerbated by the COVID pandemic. A lack of access…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…
Americans Fear Post-Pandemic Tax Pinch
One in five Americans say they will have to delay retirement—or not retire at all—as a result of…
Bernie Goes After Billionaires Again with New Tax
Senator Bernie Sanders’ newly introduced “For the 99.5% Act” would slap a progressive estate tax on the fortunes of billionaires.
Creative Planning’s Buying Spree Extends into 2021 with Biggest Deal Yet
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (RIAs), announced Feb. 4 it has acquired…
‘Saver Personas’ Created to Help Participants Identify with Retirement Challenges
PAi's new Retirement Planning People are varied animated saver personas that help plan participants envision their future in retirement.
Americans to Prioritize Health & Wellness over Finances in 2021?
Long-term finances could take a back seat to health and wellness in 2021, according to the annual New…
There’s a New Top Priority for 403b Employee Education
For the first time ever, organizations that provide 403b plans reported that retirement planning, rather than increasing participation,…