Jun 7, 2019 | Pension Parameters, Retirement Plans, Retirement Reality, Savings and Spending, tax benefits, Tax deductible, Tax Planning and Deductions
Talk with your loved ones about transferring assets and protecting your legacy. Key takeaways Talking with family members about plans to protect and transfer assets can help avoid unwelcome surprises after you or your spouse dies. Choosing the appropriate people to...
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 26, 2017 | Boomer Retirement, Do You Know, Retirement Plans, Retirement Reality
In another superb cbsnews.com MoneyWatch column, Steve Vernon asks: “Are you among the nearly half of Americans who can’t pass a financial literacy quiz?” “Being able to ace such a test is important for all age groups, but perhaps even more so if...
May 10, 2017 | Boomer Retirement, Health Care Costs, Pension Parameters, Retirement Plans, Retirement Reality
You can never go wrong with a Steve Vernon cbsnews.com MoneyWatch column, and this typically informative and gracefully written one–headlined How Boomers are Adjusting to Prospects of a Frugal Retirement—is no exception. Vernon writes: “Several years into...
Apr 29, 2017 | Money and Aging, Retirement Plans, Retirement Reality
“It’s no secret that millions of Americans are approaching their retirement years with meager savings and high anxiety about their financial security. And a recent study from Merrill Lynch and Age Wave reveals steps that Americans are willing to take to get their...
