Archives for September 2018

InvestmentNewsEfforts to help gig economy workers save for retirement gaining groundInvestmentNews"We are really seeing [the findings] as a call to action" by advisers, employers and policym more…

Irish TimesWill living abroad for half the year affect my pension?Irish TimesMy two kids now live in Australia, and I plan to spend my retirement partially in Ireland and partially in Australia. Do yo more…

The Life Insurance Agent as Financial PlannerInvestmentNewsSo, in addition to the normal steps associated with financial planning, these former insurance agents bring in a strong understanding of risk more…

Business InsiderHere's how to save one year's salary by the time you're 30Business InsiderFidelity's advice is countered by lesser-known but slightly more digestible guidance from T. R more…

Four challenges in using annuities for retirement planning — and how to overcome themInvestmentNews (blog)Advisers looking for more information on annuities can look to the Insured Retirement Instit more…

TheStreet.comWhat Is a 401(k) Retirement Plan and How Does It Work?TheStreet.comA 401(k) plan, named after the IRS tax code section that details 401(k)s, is an employer-sponsored retirement plan that more…

The Epoch TimesAttention Retirement Savers: College 529 Plans Aren't Just for KidsThe Epoch TimesCHICAGO—As a financial planner, Ray Loewe watched clients who had retired struggle with too much more…

ForbesEight Factors To Consider Before Retiring From Your BusinessForbesIt takes time to build a successful business, but after some time the owner will likely want to retire. However, many business o more…

InvestmentNews (blog)Why your 50-year-old clients may need you the mostInvestmentNews (blog)Many clients will make portfolio allocation changes 10 years from retirement, and those financial decisions more…

Money MagazineThis Is the Hottest Travel Destination for Seniors Right NowMoney MagazineUnencumbered by work and kids, many retirees are upping their travel game. An analysis by Priceline found that b more…

BNNBloomberg.caPattie Lovett-Reid: Retirement planning isn't just about the moneyBNNBloomberg.caAccording to retired investment advisor Cuthbert Huckvale, retirement planning isn't about money more…

Economic TimesLloyd Blankfein's post-retirement plans include TwitterEconomic TimesIt can't be easy to wake up one morning and know that you no longer run one of the largest investment banks i more…

InvestmentNews (blog)Divorce reduces retirement readinessInvestmentNews (blog)It's no secret that divorce creates enormous emotional and financial challenges in the short run. But now a new report more…

ForbesHow To Design Your Ideal RetirementForbesThe “new” retirement assumes you'll live another 20, 30 or 40 years in “retirement,” which you can shape in many different ways. Forty years more…

The Seattle TimesSeattle will be too expensive for you when you retire, longtimer is toldThe Seattle TimesKelly logs enough hours in the classroom to qualify for her employer's benefit package, wh more…

This is how to have the 'perfect' retirementMarketWatchMost people look forward to retirement as a time to forget their worries, live without a boss or a commute and to perhaps just kick back more…

Express.co.ukTake your mortgage to the grave: New 'Pensioner Mortgages' to receive Treasury backingExpress.co.ukYesterday, Nationwide became the first major lender to launch an interest-only r more…

Kiplinger’s Personal FinanceMiddle Class Families Making It WorkKiplinger’s Personal FinanceThe Archers work with an accountant and a financial planner, who have helped them with taxes, life insurance more…

InvestmentNewsLPL closing Worksite Financial Solutions 401(k) platformInvestmentNewsSome advisers who use the program said the rollover portion is most helpful to them, because LPL would deliver frequ more…

South China Morning PostAnnuity plan not enough to sustain Hongkongers after retirement: Allianz surveySouth China Morning PostMore than 50 per cent of the 800 respondents surveyed by Allianz Global I more…

Business InsiderAn American family who moved to Nicaragua for a year to live cheaply ended up blowing their $30000 budget thanks to …Business InsiderHe continued: "One thing I knew was that if more…

Yahoo Finance10 Best Mutual Funds for RetirementYahoo FinancePreservation: Retired investors typically allocate a portion of their retirement assets to conservative mutual funds for the purpose of sim more…

The GuardianRetirement – can you make your pension last at least 20 years?The GuardianIf you want an income of £25,000 a year in retirement – consisting of £8,300-a-year state pension as well as more…

Financial PostSolo retirement is on the rise — here's how you can mitigate the risksFinancial PostA survey released earlier this year from TD Wealth entitled “Retiring Solo” found that 47 pe more…