Browsing Tag
Retirement Planning
356 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.
Shocking Truth About Participant-Directed 401(k) Plans
There’s been a strong push in the past 20 years for 401(k) plan sponsors to offer participant-directed plans,…
Why Attend NAPA 401(k) Summit? Networking, Knowledge And …
“It’s the cream of the crop, the crème de la crème,” Nevin Adams said with a bit of…
How Americans fail at protecting their family’s financial future
Advisors are great at encouraging consumers to save for retirement, but they often neglect talking about life insurance…
5 ‘Most Affordable’ Foreign Retirement Havens of 2019
Retirement savings last longer and provide a higher standard of living in many foreign countries, but especially in these five.
Relocating in Retirement: Where Did Retirees Move in 2018?
Retirees are on the move, with many fleeing the Northeast (except Vermont) and Midwest to start a new…
9 Issues 401(k)s May Face in 2019—And What to Do About Them
Advisors, sponsors and participants, lookout. In an era when Americans are responsible for funding their own retirement through…
Advisor-Client Satisfaction Soars When Formal Retirement Plan Is in Place
“Failing to plan is planning to fail.” Most people have heard the adage, and it’s an all-too-appropriate point…
Fraught with Fear, Annuities May Be the Answer for Some 401k Savers
As financial experts and investors brace for the eventual market downturn, others are claiming it’s already here. The…
New Tools Aim to Help Cancer Patients Navigate Financial Challenges
That pesky saying—when it rains, it pours. Sometimes things happen in life that spur a cascade of consequences—many…
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…