Jun 30, 2014 | Boomer Retirement, Do You Know
In an interesting benefits.pro.com article headlined The unexpected cost of early retirement, Lisa Barron, citing a study by Fidelity Investments, reports that “couples who choose to retire early at 62 rather than waiting until 65 may hope to enjoy a few extra years...
Jun 26, 2014 | Retirement Plans
“Defined contribution plans will experience seismic outflows as baby boomers retire, creating opportunities, and real challenges, for advisors to plan sponsors,” writes Nick Thornton on benefitspro.com. “That’s the upshot of new analysis from Cerulli Associates that...
Jun 23, 2014 | Asset Allocation, Boomer Retirement, Do You Know, Planning for Longevity, Retirement Plans
Yes, we realize that the question’s been posed in seemingly a million stories, but even at a time of high unemployment when the economy is still healing there are more millionaires in the U.S. than ever before (reportedly more than nine million of them in fact) so...
Jun 18, 2014 | Do You Know, Retirement Plans, Tax Planning and Deductions
It’s been said that the secret to humor is surprise, but we can tell you that the definitely unfunny surprise expense for retirees is taxes. In an excellent piece for planadviser.com, Rebecca Moore, citing a Lincoln Financial Group survey, writes that “retirees...
Jun 16, 2014 | Planning for Longevity, Protect Your Family, Retirement Plans
“Many people are in the dark when it comes to money,” Suze Orman said, “and I’m going to turn on the lights.” That’s all well and good, but if Suze is not around who’s holding your financial flashlight? Put another way, you’ve got, say, a 401(k), IRA vs. Roth,...
