Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always…
In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…
It’s been a year of unconventional politics, yet the investment markets have held strong. Despite the occasional blip in reaction to a political event, investors…
Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its…
With the increase of student loan debt over the past 10 years, more grandparents are taking on the role of college funding. In fact, a…
In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate…
Some retirees underspend throughout their golden years, sacrificing quality of life to assure they don’t outlive their income. Others resist their desire to be philanthropic…
About half of Americans retire between the ages of 61 and 65.1 Among today’s retired households, a traditional pension or retirement plan appears to be…
There are plenty of changes on tap for the 2017 investment horizon, not the least of which is a new business and investment-minded president in…
Saving Enough For Retirement (Originally aired Feb 18th 2017) A clarion call has gone out across the country that, with 10,000 boomers retiring every day,…