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.
Is an Unorganized Approach to Financial Planning Ever Optimal?
Most younger workers need a simpler, holistic option
Most Brits Believe UK Retirement Age Should Be Lowered: Survey
As France’s retirement age rises from 62 to 64, Brits want age lowered from 66
Outliving Assets Still Greatest Fear of Retirees and Near-Retirees
Latest Cerulli Edge report says Americans seeking certainty regarding their retirement savings amid longer life expectancies
Disney Retirement Community Taking Shape in California
First “Storyliving by Disney” residents scheduled to move in next year; development includes a residential area exclusively for people 55+
American Unfamiliarity with Retirement Products Glaring in New Survey
Only 3 in 10 feel confident about retirement offerings while 76% of those over 50 expressed little confidence, survey from Unbiased finds
Economy has Retirement Savers Eyeing Guaranteed Lifetime Income, Financial Planning Options
Morning Consult survey finds more than half considering a guaranteed lifetime income product
Most Retirees Want a Retirement Planning ‘Do-Over’
New study from Lincoln Financial Group finds more than 60% of retirees wish they would’ve planned better
The Road Less Traveled for Retirement Planning: Cash Balance Pensions
Todd Kading and Chad Rice make the case for often-overlooked cash balance plans as a valuable benefit
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes
3 Proposals to ‘Fix’ Social Security
With Social Security beneficiaries projected to face a 23% cut by 2033, urgency is building for fixes to extend the troubled program’s solvency