16 February

A major freak-out for anyone looking at retirement—and 40 is not too young to start worrying—is the amount they need to save toward the day they stop working. Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., takes us through this knotty question. Read more at https://www.forbes.com/sites/lawrencelight/2021/02/14/finding-how-much-money-you-need-to-retire/?sh=61af4e3326b6

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11 February

The retirement market continues to be dominated by 401(k)s. They are the centerpiece of the employer offering and the starting point for most financial advisors. But with a new year, is it time for a new approach to retirement benefits and savings? It’s not often that we need to rethink our approach to  retirement savings  […]

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10 February

Arecord number of Americans have at least $1 million in their 401(k) accounts, according to data from Fidelity Investments. As of the third quarter of 2020, there are around 262,000 401(k) millionaires in the U.S. Read more at https://journalnow.com/business/investment/personal-finance/5-moves-to-ensure-youre-a-retirement-millionaire/article_585ad2d2-72b4-57de-8c2c-f7c7228ee880.html

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06 February

Pre-retirement steps include reviewing what you expect to pay in taxes and how you will cover health care costs once you stop working. For most people, retirement seems like a faraway dream, something that will happen “one day.” That faraway dream becomes a lot more real and far more serious the decade before you retire.  […]

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03 February

In a mythical American past, families took out one 30-year mortgage, worked at one company for 30 years while paying off the mortgage and sailed off into retirement free of debt. Today, the reality is that the dream of retiring debt free is fading, and debt among older Americans is soaring. The percentage of households […]

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