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.
Retirement Fear Rises, but Americans Do Nothing
Problem or opportunity? Probably both, and another reason for the need for financial wellness. If Americans are worried…
Holy Cow! What the GOP Heath Care Bill Does For HSAs
Health Savings Accounts see higher limits and flexibility under the GOP bill, helping Americans better prepare for medical expenses.
Why All the Fuss Over 401(k) Fees?
An illustration of why, exactly, fees have taken center stage in the 401(k) and retirement industries (and made…
Millennials Keep Making Bad 401(k) Decisions
Millennials are impulsive—who knew? The generation that confounds, confuses and often exasperates its older counterparts are much more…
3 Ways to Overcome Retirement Planning Behavior Challenges
We all have different views of our post-career lifestyle—personal interests, beach house with an ocean view, an inbox…
Argument No. 1,863 for More 401(k) Financial Wellness
Retirement income literacy is alarmingly low as most older Americans fail basic quizzes on planning, security, and long-term care.
6 Reasons Why 401(k) Loans are (Really) Bad
A 401(k) loan is such a bad investment choice that it should not be allowed in any plan…
Surprising Find about Retirement Confidence
Non-retirees retirement confidence is at its highest in a decade, with more Americans believing they’ll live comfortably in retirement.
Fake News Hits 401(k)s
Fake financial news makes health, investment, and retirement decisions harder, creating confusion for many Americans.
Almost Half of 401(k) Savers Say this About Retirement
Ideal retirement planning matters as studies show how boomers and Gen Xers view savings, longevity, and future lifestyle goals.