Don’t Expect Clients to “Sleepwalk” Retirement

It is not enough for retirement funds to set default investment options and then expect employees to “sleepwalk” to a financially secure retirement, Alexander Forbes said this week, ... Continue Reading →

How the Recession Changed Retirement Planning

The Great Recession was a game changer in many ways, including retirement planning. Some long standing rules and traditions became obsolete and others held true. What lessons did the ... Continue Reading →

Helping Clients Regain Retirement Confidence

There is a silver lining to the lack of confidence seen today’s in employees planning for retirement. Nearly 70% of workers say they need to save 10% or more of household income ... Continue Reading →

Financial Advisors Not So Good at Planning their Own Retirement

Financial advisers continue to put off planning their own retirement even though an overwhelming majority of them are at least 50, a new survey shows. About 68% of advisers have no ... Continue Reading →

Record On Wall Street Spurs Talk Of Retirement Planning

Wall Street’s recent record-breaking performance has prompted financial planners to urge people saving for retirement to review their assets. The Dow Jones Industrial Average ... Continue Reading →

Never Too Late to do Retirement Planning

Some of the assumptions we’ve made for generations about the best way to save and plan for retirement may no longer be true. The decline in housing and stock prices beginning ... Continue Reading →

Secret Service to Train Employees in Retirement Planning

The U.S. Secret Service has issued a Request for Quote (RFQ) to firms that can provide financial planning and retirement planning seminars to Secret Service employees at the agency’s ... Continue Reading →

Retirement Planning’s ‘Magic Numbers’

Fidelity Investments, the nation’s largest provider of 401(k) plans has come up with a magic number to determine when your clients are saving enough. Typical wage earners, it ... Continue Reading →