Retirement Plans
The Wall Street Journal, March 12th, 2010Is it too late to save your retirement?
For many, the answer is surely yes. News out this week shows that 29%
of those who have already retired have saved nothing at all to support
themselves, while only a
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Employee Benefit Research Institute, March 10th, 201020TH ANNUAL RCS: The 2010 Retirement Confidence
Survey—the 20th annual wave of this survey—finds that the record-low
confidence levels measured during the past two years of economic decline
appear
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Kaiser Health News, March 7th, 2010Here’s the problem: By the time we need long-term care services we often
don’t have readily available resources to pay for them. Only about
seven million Americans have private long-term care insurance. And, on
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Center for Retirement Research at Boston College, March, 2010The National Retirement Risk Index (NRRI) measures the share of American
households ‘at risk’ of being unable to maintain their pre-retirement
standard of living in retirement. The Index
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The New York Times, March 3rd, 2010Last Friday, the United States Department of Labor proposed a new
rule governing investment advisers’ fees intended to help better
protect, and increase, workers’ retirement savings.
We covered some of the details
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The Wall Street Journal, March 3rd, 2010In the wake of the worst stock market performance in decades, there's
a drive under way to include a new type of product in 401k plans: an
annuity-style investment that gives retirees guaranteed income
for
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National Public Radio, March 3rd, 2010Investing for retirement can be complicated. There's lots of jargon,
lots of investment choices and lots of worry about whether your
investments are safe. What if you could replace all that with one
simple act?
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Center for Retirement Research at Boston College, February 28th, 2010
The stock market crash of 2008 significantly dimmed the retirement
prospects of workers approaching retirement. These workers are heavily
dependent on 401(k) plans, as opposed
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The New York Times, February 26th, 2010The United States Department of Labor announced two new rules Friday intended to help better protect, and increase, workers’ retirement savings.
The rules, announced as part of a year-end report
of the White House
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Investment News, February 23rd, 2010In an attempt to pull further away from the transactional nature of
annuity sales, brokerage executives are using tools to help their
advisers fit product sales into a planning context.“It’s a process — retirement
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RIS Media, February 23rd, 2010There we were, a whole generation with the brass ring in sight.
Flush with equity in stocks and real estate, portfolios of blue chips,
bolstered by ERISA protected pensions,
insured by the Pension Benefit Guarantee Corporation
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HR Morning.com, February 11th, 2010In the coming weeks, the Department of Labor is hoping to issue new
rules governing the investment advice given to retirement plan
participants.
The new 401(k) rules are now being reviewed
by the Office of Management
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Encore.org, February 10th, 2010Chris Farrell is drawing big crowds as he tours the U.S. to promote his new book, The New Frugality,
which paints a picture of a seismic shift in our society away from
unfettered spending, toward healthier financial habits.
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The Wall Street Journal, February 6th, 2010A reverse mortgage is an appealing way to extract cash from your house—but it comes with baggage.
Reverse mortgages, which homeowners who are at least 62 years old
can use to tap their home equity, have become
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Financial Edge, November 19th, 2009Yep, it's been a tough year. There's still much to lament, such as
decades-high unemployment, rising budget deficits and shaky financial
institutions, but considering the abyss we were staring squarely into
at this
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