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,…
The proverbial “three-legged stool” of retirement funding traditionally comprised Social Security, a company pension and personal savings, but that stool has been wobbly for quite…
Turns out marriage can do more for your heart than fill it with love. A recent study found that, among other health benefits, married people…
You’ve likely heard a few clichés when it comes to investing: stay the course; buy right and hold tight; time is more valuable than money;…