Retirement planning

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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

Financial wellness programs pay off for repeat users

More workers are making good use of their employer’s financial wellness program, returning again and again and reaping more benefits as a result, according to Financial Finesse’s Financial Wellness Think Tank’s 2017 [...]

By | 2018-05-31T07:07:52-05:00 June 6th, 2018|Categories: Financial Coaching|Tags: , , , |Comments Off on Financial wellness programs pay off for repeat users

Top 8 money mistakes to avoid in 2018

While many Americans focus on shrinking their waistlines for the start of the New Year, some money experts say it’s also a perfect time to get your finances in order. [...]

By | 2017-12-28T07:40:07-05:00 December 28th, 2017|Categories: Current Articles, Financial Literacy|Tags: , , , |Comments Off on Top 8 money mistakes to avoid in 2018
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