Annuities receive a bad rap in many circles, yet there is solid evidence that supports including the right kinds of annuities in your portfolio. Much of the criticism ...
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Retirement
Student loan debt is surging, hitting a new record of $1.5 trillion in the first quarter this year. Massive student loan debt can cause problems in people’s lives, ...
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As a financial advisor with a 90-year-old mother who I helped deal with the affairs of her 92-year-old sister, I’m acutely aware of the women’s retirement crisis. I ...
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If you read a lot about retirement you have no doubt come across established thinking that asks you to follow the so-called 4% rule and to choose a ...
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If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving? The White House is betting so, announcing on ...
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Running out of money in retirement is a huge concern. And given that a large number of workers in their 50s and 60s are behind on savings, it’s ...
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Help plan participants with retirement readiness, turning income on in retirement and the options for pension assets and Social Security planning. The dizzying array of investing options and ...
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When it comes to retirement savings, a cool $1 million is the gold standard. However, these days, that may not be enough. Depending on where you live, a ...
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For retirement savers, risk is about more than seeing your investments fall short of a benchmark. Risk manifests differently at various stages in the investment process: Volatility becomes risk when it drives self-defeating ...
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If it’s any consolation, you’re not alone. When the Employee Benefit Research Institute asked workers as part of its latest Retirement Confidence Survey how much they had set aside for ...
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