Browsing Tag
Retirement
2366 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.
5 States Where it’s Hardest to Save for Retirement
Longer lifespans mean most advisors recommend $1 million (at a minimum) saved for retirement. Sounds great—but how realistic…
Another State-Run Scheme to Fleece Worker 401(k)s?
Illinois Secure Choice helps workers save for retirement while aiming to reduce reliance on food stamps and Medicaid.
Health Savings Accounts—Separating Help from Hype
HSAs are proving themselves to be an effective way to save for the single largest expense in retirement—health…
Are You Anticipatory or Reactionary in Your 401k Business?
I recently attended the Kohler Thought Leadership Conference hosted by Sheridan Road and had the pleasure of seeing Daniel…
Global Survey Finds Americans Have Greatest Retirement Income Delusions
People globally expect to spend an average of 34 percent of their retirement income on basic living expenses,…
401(k) Advisors Largely Shun Annuities—But Should They?
International insurance industry think tank The Geneva Association is the latest financial industry group to pitch annuities as…
Asset Management Fees’ Race to the Bottom Accelerates
Forget asset management, asset allocation advice might be the revenue generator moving forward. The ongoing fight for low(er)…
July 2018 Top Advisor By Participant Outcomes (TAPO)
Get ‘Er Done July being a time to celebrate the nation’s independence, it’s appropriate to include a well-known…
Reason No. 3,182 to Invest in 401(k)s
Social Security future concerns many workers, as most still rely on it for retirement despite uncertainty about funding.
Student Loans Make 401(k) Savers Squeamish
Student loan debt almost tripled “in real terms” between 2005 and 2017, garnering much attention from media and…