Mar 16, 2017 | Asset Allocation, Boomer Retirement, Money and Aging, Pension Parameters, Retirement Reality
What is your power percentage and what does the metric mean in terms of retirement readiness? “If I were to approach you on the street and ask you how your financial life was going, on what basis would you answer the randomly invasive question?” asks Peter Dunn in a...
Mar 9, 2017 | 401k, Asset Allocation, Do You Know, IRA, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards
“While most Americans realize retirement will be the biggest purchase of their lifetime—costing 2.5 times the cost of an average home—81% say they do not know how much money they will need to fund their retirement,” writes Rebecca Moore in a superb article for...
Mar 7, 2017 | Asset Allocation, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
“On Wall Street, they like to say that a rising tide lifts all boats—meaning that when the stock market is doing well, pretty much every investor benefits. That certainly seems to be the case right now among those with a 401(k) plan,” writes Dan Kadlec in an excellent...
Nov 18, 2016 | 401k, Asset Allocation, News, Pension Parameters, Planning for Longevity, Small Business Needs
A financialadvisoriq.com piece interestingly notes that “most small business owners in the U.S. haven’t put away for a comfortable retirement and could be betting too much on selling their business to fund it, according to a recent survey from BMO Wealth Management....
Nov 14, 2016 | Asset Allocation, Do You Know, Planning for Longevity
“Americans’ credit card debt is on track to top $1 trillion by the end of this year,” writes Paul Ausick in an interesting piece for 247wallst.com. “The average household debt currently sits at around $7,800 and needs only to rise another $600 or so to become...
Sep 12, 2016 | Asset Allocation, Boomer Retirement, Protect Your Family, Retirement Plans, Risk and Rewards
“College education trumps retirement savings for many parents,” according to an excellent piece on thinkadvisor.com that’s heavy on statistics—and financially stressful implications “A great disparity exists between how much children think their parents will...
