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.
David Reich on LPL’s Response to 401(k) Fiduciary Rule
How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick…
4.9 Million Reasons for Advisors to Use Social Media
Maybe Sheri Fitts is wrong. The popular social media marketing (social selling) expert in the 401(k) space routinely…
401(k) Allegations Grow as Wells CEO Stumpf Steps Down
Embattled Wells Fargo chairman and chief executive officer John Stumpf is stepping down effective immediately, the bank announced…
More Focus on Mid-Market 401(k)s
Another indication of the efficacy of targeting the mid-market 401(k) plan business. Cerulli Associates recently took a look…
401k Leakage ‘Linsanity’: NBA Mom Took Money to Fund Son’s Dream
During an appearance at The New Yorker Festival on Sunday, Brooklyn Nets’ point guard Jeremy Lin revealed that even though…
Dodd-Frank Disaster: Consumer Financial Protection Bureau Ruled Unconstitutional
A federal appeals court has ruled the Consumer Financial Protection Bureau unconstitutional, the second such legal setback for a…
Time for Rate Risk ‘Refresher’ for 401k Participants?
It’s like they’ve never heard of possible Fed action. While September was another light month of trading for…
Are Young 401(k) Savers Finally Getting it?
Some good news about “Generation Z” (ugh …). Young 401(k) participants want more personal finance education and young…
401(k) Fiduciary Rule: Product Winners and Losers
We have to wonder about the other 45 percent. New research finds just over half of 401(k) advisors…
Nuveen’s Bob Doll on Voting, VIX and Where We’re Headed Next
“If you have a 401(k), and are thinking long term, you should consider putting your cash to work.”…