Browsing Tag
Retirement
2371 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
How Sen. Warren’s Silly Self-Interest Affects 401(k) Saving
[Correction: An analysis of Senator Warren’s DNA sample by Carlos Bustamante, a professor at Stanford University, revealed she…
Why the SEC Will Never Enact a Meaningful Fiduciary Standard
I continue to enjoy reading analyses on the SEC’s Best Interest proposal. These are analyses from industry leaders,…
6 Practical Communication Strategies for 401(k) Advisors
Most experts agree that communication skills are important for all financial advisors, including retirement plan advisors. Yet communication…
Fred Reish: Court Rules in 401k Fiduciary’s Favor
As I previously discussed, the Court’s opinion about the case of Sacerdote v. New York University pointed out the deficiencies in…
Should 401k Advisors Fear Fidelity’s New Bitcoin Cryptocurrency Arm?
While interest was piqued, 401k advisors at a recent industry gathering had trouble fully grasping digital developments just…
Retireholi(k)s Canceled, Carlson Goes Corporate
Shock waves were sent through the snarky alcoholic sector of the deranged DC space Tuesday with the announcement…
Opportunity Costs Cause Major 401(k) Loan Leakage Loss
401(k) loan defaults reduce retirement wealth, costing workers billions in lost savings and compounding opportunities.
This Scares Americans More Than Retiring…
Most Americans expect to live to age 84. Many look at their Golden Years as an opportunity to reach goals and pursue passions that were previously interrupted by everyday life. But at the same time, half are scared of...
Social Security Announces Benefit Increase for 2019
The Social Security Administration announced its cost-of-living adjustment (COLA) for 2019, and it’s substantial (at least when compared…
What’s Your 401(k) Plan’s Retirement Income Philosophy?
Communicating well is remarkably difficult. Anyone who has experienced miscommunication in the workplace knows it can raise stress…