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.
What the Future Looks Like for Those With 401(k) Plans
New research suggests 401(k) savers and other retirement plan participants are a responsible, hopeful bunch. Those who contribute…
Americans Are Saving More for Retirement, But …
Retirement savings trends show more Americans saving despite stagnant incomes and rising costs, Bankrate survey reveals.
Tort Terror Schlichter Files Second Duke Fiduciary Suit
One just wasn’t enough. Schlichter Bogard & Denton, home of famed fiduciary tort lawyer Jerry Schlichter, has filed a…
Advisors Can Get Financial Wellness CE Credit Online
Financial wellness CE course helps advisors earn credits while guiding clients toward retirement and reducing financial stress.
Will Ageism in the Workplace Interrupt Retirement Success?
As the average lifespan increases, many Americans worry about having saved too little for a lengthy retirement. This…
8-Year Financial Wellness Study Finds …
The burden of saving for our own retirements, paying a larger share of healthcare costs, and coping with…
401k Advisors Shouldn’t Make Assumptions About Millennials
For better or worse, Millennials are doing things their own way. The industry is still learning about this…
IRS Helps Clear Way for 401(k) Plan Student Loan Benefits
The IRS released a private letter ruling last week which will help clear the way for employers to…
Fi360’s Top Quartile Fiduciary Scores
This quarter, 29,094 mutual fund (MF), exchange-traded fund (ETF) and collective investment trust fund (CIT) investments received an…
Will Middle Class Workers Sink Their Retirement?
The Schwartz Center for Economic Policy Analysis at the New School estimates that roughly 40 percent of Americans,…