Education
The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There
You’re the one ultimately responsible for all decisions, from picking and choosing what you do and buy to determining how to manage your assets and cash flow stream. Oh, and did we forget to mention this is for the rest of your life?
The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make
It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.
The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There
As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.
How the Media and Markets Conspire to Thwart Retirement Savers
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
The #1 Retirement Saving Goal for People in Their 50s and the Most Useful Strategy to Get There
“While it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.”
Retirement Savers’ Most Taxing Misconceptions
Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.
The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There
Quite the opposite from being “over the hill,” those in their forties may find they’re still slogging up hill in terms of saving for retirement.
The Top Seven Questions Retirement Savers Fail to Ask But Should
It’s often difficult for those not immersed in the everyday concerns of retirement saving to know what to ask (let alone how to interpret the answers). It’s up to plan sponsors and the service providers they employ to guide plan participants along the proper route.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.