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....
May 25, 2017 | News, Protect Your Family, Retirement Plans
With apologies to the classic film “The Graduate,” here’s our one word for today: plastic. “Having credit card issues? At least 26,600 other frustrated people are right there with you,” writes Maria Lamagna in an interesting piece for marketwatch.com. “The Consumer...
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...
Apr 10, 2017 | Asset Allocation, Do You Know, Money and Aging, News, Retirement Plans
The Internal Revenue Service, state tax agencies and the tax industry warned both tax professionals and taxpayers of last-minute phishing email scams, especially those requesting last-minute deposit changes for refunds or account updates. As the 2017 tax filing season...
Feb 27, 2017 | 401k, Boomer Retirement, News, Planning for Longevity, Retirement Plans, Retirement Reality, Risk and Rewards
“Lost in the flurry of [Trump Administration] activity is the pressing question of how to deal with the American retirement crisis,” writes Suzanne Woolley in a bloomberg.com piece. “The median working-age family had $5,000 saved for retirement in 2013, according...
Feb 7, 2017 | News, Retirement Plans, Tax Planning and Deductions
Here are excerpts from remarks delivered Jan. 5 by the IRS Commissioner outlining “some important changes this year [and] a few key details about this year’s filing season. This year, the IRS will begin accepting electronically filed returns on January 23.” “We expect...
