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Morningstar: How the 2024 Election Could Affect Your Portfolio

Contributors Featured News Retirement US
Election Day is Tuesday, Nov. 5, and the uncertainty can present pitfalls for investors. “There are a lot of emotions involved,” says Dan Lefkovitz, a strategist with Morningstar Indexes ...
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CBS EVENING NEWS: Why the “sandwich generation” struggles to save for retirement

News Retirement US
  Many people in their 50s are part of the so-called “sandwich generation” of workers who support both young relatives and aging parents. Roughly 5 million U.S. households ...
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9 Ways Retirement Has Changed

Contributors Featured News Retirement
Key Takeaways: Inflation has long-term impacts on retirees’ purchasing power. Higher inflation has forced retirees to take larger withdrawals, increasing the risk of outliving savings. Becoming a millionaire ...
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What Is a Good Monthly Retirement Income?

Featured Income Lifestyle Money Retirement
Key Takeaways Sources of retirement income include Social Security, retirement accounts, pensions, dividends and employment wages. Retirees can expect to spend 70% to 80% of their pre-retirement income ...
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Could Political Arguments Ruin Your Estate Plan?

Contributors Featured News Retirement US
At one time, political disagreements were just that — disagreements. It wasn’t uncommon for political talk to make its way into conversation at Thanksgiving dinner, and when someone ...
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Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning

Featured Lifestyle Money Retirement
Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary observation was that old age didn’t look all ...
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How to get inflation-protected income that carries you through retirement

Annuities Contributors Featured Retirement
Annuities are better bargains if you purchase them right before interest rates decline. But if you’re worried that inflation could climb significantly higher, they may still be a ...
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The human side of retirement: Moving beyond the numbers

Contributors Featured Lifestyle Retirement
The financial services industry has made a major effort to help Americans plan for a financially secure retirement. But the industry must do more to help Americans plan ...
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MoneyWatch The new middle-class retirement plan: Working into old age

Contributors Featured Income Lifestyle Retirement Social Security US
A new glimpse into how middle-class people in the U.S. think about retirement is revealing some startling views about how long they expect to live and to work. ...
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Why People Resist Retirement

Contributors Featured Lifestyle Retirement
Given that most Americans retire by age 64, some may wonder why these men — or perhaps any number of elderly business leaders — didn’t retire long ago. In ...
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