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.
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
Why 401(k)s Will Fuel Trump 2020 Triumph
It’s a sign of our bifurcated times. Every opposition candidate to announce has tacked far left (if not…
Pop Quiz, Hotshot: Only 1 in 4 Older Americans Pass Financial Literacy Test
Only 26 percent of older Americans – with investable assets of at least $100,000 – were able to…
Americans Don’t Expect Finances to Improve This Year, Blame Washington
Most of us expect our finances to improve over time, as we advance in our careers and our…
Amish Community Targeted in 401(k) Fraud
An alleged Ponzi scheme involving the Amish community is being called a “landmark” case of fraud—not for the…
10 Critical Questions About Retirement Plan Cybersecurity
Congress is taking an interest in cybersecurity specifically as it relates to retirement plans, providers, sponsors and participants.…
7 Key Generational Insights Into Retirement Planning
Retirement savings comparison shows Gen X unsure about enough, while Baby Boomers feel more financially secure with pensions and 401ks.
Relief! Employer-Sponsored Student Loan Benefit Bill Introduced
Americans have too many immediate expenses to pay to even consider long-term saving, the theory goes, one of…
Concerns Over Lack of 401k Cybersecurity Concerns: Terry Dunne
One of the most remarkable findings of Callan’s 2019 Defined Contribution Trends report is that cybersecurity is not…
No Kidding: Going Broke Remains Top Retirement Concern
Running out of money remains the top financial concern of clients planning for retirement, but they aren't as stressed as they used to be, CPA study finds.