Retirement planning

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33% of Americans Are Making a Major Money Mistake

Retirement is a period of life that's apt to cost money. It may not cost quite as much money as your working years, but seniors still have bills to pay. [...]

By | 2019-07-19T09:19:09-05:00 July 19th, 2019|Categories: Financial Literacy|Tags: , , , |Comments Off on 33% of Americans Are Making a Major Money Mistake

Take more control of personal finances with a reality check

Trying to make ends meet, dealing with credit card and student loan debt and paying unexpected bills while saving for retirement can be challenging regardless of where you are in [...]

By | 2019-06-24T03:52:11-05:00 June 26th, 2019|Categories: Current Articles, Financial Wellness|Tags: , , , , , |Comments Off on Take more control of personal finances with a reality check

How Your Kids Can Ruin Your Retirement — and How to Make Sure They Don’t

Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax. But at 68, Benson is still working [...]

By | 2019-04-01T10:17:07-05:00 April 13th, 2019|Categories: Retirement|Tags: , , , |Comments Off on How Your Kids Can Ruin Your Retirement — and How to Make Sure They Don’t

How A Focus On Financial Wellness Can Help You Overcome A Late Start For Retirement

We hear a lot about the retirement crisis in America. With a decline in pension availability and concerns about the long-term viability of Social Security, the burden of saving for [...]

By | 2019-04-01T08:54:29-05:00 April 12th, 2019|Categories: Financial Wellness|Tags: , , , |Comments Off on How A Focus On Financial Wellness Can Help You Overcome A Late Start For Retirement

Communication, tools, safety net all key to improving retirement outcomes

Reforms should be better communicated to workers in efforts to combat behavioral biases and inadequate financial knowledge that undermines participants' retirement decisions, the Organization for Economic Cooperation said in its [...]

By | 2018-12-09T17:50:03-05:00 December 11th, 2018|Categories: Current Articles|Tags: , , |Comments Off on Communication, tools, safety net all key to improving retirement outcomes

How Much Should I Have in My 401K? Balance by Age

Most people have a different definition of a comfortable living, so addressing how much you should have in your 401k is not a simple black and white answer — this [...]

By | 2018-09-28T03:45:17-05:00 October 5th, 2018|Categories: Retirement|Tags: , , , |Comments Off on How Much Should I Have in My 401K? Balance by Age

What The Top Five 401(k)s Do Best

I've always been a fan of nudging employers to do the right thing on 401(k)s, 403(b)s and 457 plans. Although they don't have to offer them, if they do, they [...]

By | 2018-09-05T15:12:59-05:00 September 13th, 2018|Categories: Retirement|Tags: , , , |Comments Off on What The Top Five 401(k)s Do Best

Half of Americans fail this quiz on Social Security retirement benefits

Forty-seven percent of adults ages 50 and above could not pass a simple Social Security quiz. Two topics that particularly confused quiz takers: full retirement age and spousal benefits. Not [...]

By | 2018-08-28T10:56:38-05:00 September 5th, 2018|Categories: Retirement|Tags: , , , |Comments Off on Half of Americans fail this quiz on Social Security retirement benefits

How to design financial wellness benefits that are relevant to employees

Four out of five Americans have access to a retirement plan through their employer, but not many people are using their plans. According to the U.S. Census Bureau, only a third of [...]

By | 2018-08-18T05:37:23-05:00 August 29th, 2018|Categories: Retirement|Tags: , , |Comments Off on How to design financial wellness benefits that are relevant to employees

A Scary Number of Older Americans Can’t Pass a Retirement Financial Literacy Quiz

A Scary Number of Older Americans Can’t Pass a Retirement Financial Literacy Quiz Even if you plan well for retirement and have a reasonable amount saved, you can still end up in [...]

By | 2018-07-20T08:09:08-05:00 August 1st, 2018|Categories: Retirement|Tags: , , , |Comments Off on A Scary Number of Older Americans Can’t Pass a Retirement Financial Literacy Quiz
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