Apr 17, 2019 | Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The first quarter was a welcomed turnaround for the financial markets following the fourth quarter setback. The major stock indices had a great start to the year with U.S. stocks outpacing international stocks. The bull market in U.S. stocks turned ten years old this...
Jan 14, 2019 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The final quarter of 2018 had the feel of the highly volatile first quarter. The year began with enthusiasm as lower taxes sent stocks to all-time highs. This euphoria quickly subsided and morphed into a rapid 10% correction. Entering the fourth quarter, major U.S....
Oct 2, 2018 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
MARKET UPDATE: THIRD QUARTER 2018 U.S. stocks notched their best quarter since 2013, buoyed by strong corporate earnings and economic growth and are entering the final three months of the year just below their records. The S&P 500 gained 7.2% in the third...
May 31, 2018 | Asset Allocation, Money and Aging, Retirement Plans, Retirement Reality
If you are approaching the off-ramp to retirement – or are already there – it’s important to think about protecting what you’ve saved and helping to ensure that you’ll have enough income throughout your retirement. After all, you worked hard to get to...
Mar 8, 2018 | 401k, Asset Allocation, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards
In an excellent piece from Money, headlined Five Questions To Ask When You’re Choosing A Financial Adviser, Sallie Krawcheck CEO of ELLEVEST writes about a recent survey of 1,000 women and 1,000 men about money. The survey found that women are way less satisfied with...
May 1, 2017 | Boomer Retirement, Money and Aging, News, Retirement Plans
“With Americans living longer and the Great Recession walloping employees’ nest eggs, a new CareerBuilder study estimates half of U.S. workers at least 60 years old don’t think they’ll be able to retire until 70 at the earliest,” writes Andrew...