Browsing Tag
Retirement Planning
360 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.
401(k) Trading: Volatility’s Retreat or Eye of the Storm?
401(k) trading activity slowed in January 2019, marking the slowest start in over 20 years as investors favored fixed income funds.
Shlomo Benartzi: Fairness Key to Participant Annuity Use
Why are retirees wary of annuities, Shlomo Benartzi rhetorically asks? Let us count the ways: high commissions, outrageous…
3 Reasons for Early Retirement: What Matters Most?
The Center for Retirement Research at Boston College asks and answers an important question, “More than a third…
Wrong! Zweig Zeros In on 401(k) Fix
Intelligent, witty, entertaining, he slays sacred cows with more gumption and gusto than his predecessor Jonathan Clements. But with this he’s plain wrong.
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…