Browsing Tag
Retirement Planning
358 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.
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,…
‘Best Places to Retire in the U.S.’ List has a New No. 1
Florida took a majority of the top 25 spots, sweeps the top three in U.S. News & World Report’s new “2020-21 Best Places to Retire” rankings.
Retirement Readiness at Risk for People of Color
Retirement Readiness POC faces risks as many feel prepared but lack investments and progress, highlighting the need for better planning.
The Rising Tide of the Roth 401k
Many employer-sponsored retirement plan participants are conflicted in deciding which type of account is best for their 401k…
3 Product Launches Highlight How 401(k) Admin is Changing
In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement…
5 Least and Most Expensive States for ‘Retiring Comfortably’
Yet another iteration of “best and worst states to retire” is out, and this one focuses on ranking…