…family care costs; and increasing life expectancies. While astutely planning for one’s retirement is a good idea at any age, it understandably becomes a more pressing issue as one nears their retirement. For example, if you are thinking of retiring in two years and start…
…it sit there for so long?” I suspect that this is how the vast majority of 401(k) plan investors may feel. Many participants are largely uninformed when it comes to retirement planning. Irrespective of their level of education and professional training, they are probably not…
…the forest for the trees” scenario. By definition, retirement planning professionals are primarily concentrating on how to help their clients, and those clients’ employees, to develop a prudent savings strategy in order to achieve a comfortable retirement. We see people constantly striving to “hit their…
…up feeling you are, as an ursine cartoon character used to put it, “smarter than the average bear.” That is true in the area of retirement planning as well … but take heed: two Social Security benefits loopholes are now closing. The 2015 Congressional budget…
A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – March 3, 2016 The Institutional Retirement Income Council (IRIC) – commonly referred to as a non-profit “think tank” for the retirement income planning community – recently released what it considers…
That gust of wind you felt on the afternoon of November 2nd was the collective exhalation of relief by employees, employers and retirement planning professionals everywhere. The reason? Despite a high level of concern in many quarters over speculation that the Republicans’ “Tax Cuts and…
…last year a survey from Global Atlantic reported that 39 percent of retirees were spending more than they anticipated, with 49 percent of people aged 40 and older who have not yet retired saying they believed that planning for retirement was more difficult than it…
…Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences….