Retirement Advice Basics

Coming Up Short for Retirement

This is for the people headed towards retirement and coming up short in their savings. According to a 2016 survey  , from GoBankingRates, 23% of Americans have saved less than $10,000 and a third have saved nothing for retirement. Another survey, by TIAA-CREF, says the number one regret of people approaching retirement is that they wished…

Read More

Year-end Retirement Savings Tips

Here we are, once again, in the midst of people’s favorite holidays. Between Christmas and New Year’s, it’s time for good food, visiting friends and relatives, gifts, and of course, popping champagne. It’s also time for New Year’s resolutions (which most people forget about by February anyway). It’s the perfect time to assess your financial…

Read More

Five Things Retirees May Forget to Plan For

Rodney Brooks Retirement is tough enough, but it can be really tough for the people who did little or no planning. It’s tough enough even for those who do plan for retirement. After all, there is much to consider. Which means that there could be a possibility for some people to either forgot something or…

Read More

Robo-Advisors May Lack the Personal Touch Your Retirement Account Needs

Would you trust a computer to manage your life savings? As we speak, there are several online platforms being developed that can manage your investment portfolios and provide customized financial advice, all with just the push of a few buttons. Once you input some personal information, including your age, risk tolerance, and future goals, these…

Read More

Your Retirement Checklist: 5 Important Tasks for the Near-Retiree

Congratulations are in order if you’re at or near retirement. After many years of working, saving, and preparing for this day, it’s almost time to kick back and enjoy the fruits of your labor. However, before you do, we have some words of advice to help you transition into a period that is exciting, and…

Read More

The Holistic Approach to Retirement Income Planning

Many of us plan for retirement by trying to save a specific dollar amount. Depending on where we live and what we like to do, that dollar amount can vary widely. One reason people save this way is because common financial planning advice tells us that we’ll need to generate upwards of 80% of our pre-retirement income in order to retire comfortably.1…

Read More

Figuring Out What Income You Need In Retirement

Rodney Brooks The most recent retirement confidence survey from the Employee Benefits Research Institute (EBRI) in Washington, D.C. says only 21 percent of Americans are now very confident that they will have enough money to live comfortably in retirement. Another 22 percent are somewhat confident.1 And the Transamerica Center for Retirement Research also says only…

Read More