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Wednesday April 23rd 2014

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Posts Tagged ‘retirement planning’

2.6 million Look to Employers for Help with Retirement Planning

Around 2.6 million people who have not yet retired are most likely to look towards their employers for help with asset allocation decisions around their retirement planning, research from Baring Asset Management has found. Representing an increase of 1.2 million people from the equivalent figure in 2008, Barings believes that employers are set to [...]

How Obamacare Could Help Retirement Planning

How Obamacare Could Help Retirement Planning

While it remains controversial, there are some practical, financial and retirement planning reasons to welcome the new health care law. Lack of available medical insurance was often a deal-breaker for anybody who wanted to retire before age 65, when Medicare kicks in. But it wasn't only preexisting conditions that forced people to work longer [...]

Retirees Face High Stock Prices and Low Bond Yields

Retirees Face High Stock Prices and Low Bond Yields

High stock prices and low bond yields add up to bad news for investors seeking low-risk income. The best investment right now may simply be cash. Conventional wisdom usually advises older investors and retirees to balance a portfolio of bonds, stocks and annuities to squeeze the most from their savings during the third stage of life. But recent [...]

How the Recession Changed Retirement Planning

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 Great Recession teach about retirement planning that will help future retirees? Real estate has seen a significant shift. Before, many seniors were thinking of their [...]

Helping Clients Regain Retirement Confidence

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 in order to have a financially secure retirement. Four in 10 put the goal at 20% or more. While those may be just guesses, they are at least in the right direction for [...]

Financial Advisors Not So Good at Planning their Own Retirement

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 formal succession plan for their business, according to an SEI survey of 100 advisers released today. Of those who have a plan, about 39% said they still aren't sure [...]

Record On Wall Street Spurs Talk Of Retirement Planning

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 closed at an all-time high, beating the record it set in October 2007, before the financial crisis. The Dow ended the day up 126 points 14,253.77, beating its previous [...]

Never Too Late to do Retirement Planning

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 with the 2008 crash, and a decline in 401(k) matches from employers, has raised the proportion of working households at risk of having too little to retire on just over half, [...]

Secret Service to Train Employees in Retirement Planning

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 training center in Laurel, MD, and in Washington, DC. The Secret Service intends to issue one Blanket Purchase Agreement (BPA) for one selected vendor, which would [...]

Retirement Planning’s ‘Magic Numbers’

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 said, should aim to save at least eight times their final annual pay to be sure they can afford basic living expenses in retirement. To come up with the formula, Fidelity [...]

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