7 Big Economic Predictions for Next 10 Years: Vanguard
The modest global recovery will endure, but market volatility is likely as the Fed tapers January 16, 2014. By Melanie Waddell, ThinkAdvisor. The economic outlook for the […]
Retirement Planning
The Messy Reality of Financial Decisions
FROM THE JANUARY 2014 ISSUE OF RESEARCH MAGAZINE- By Bob Seawright Every Monday, my friend Carl Richards (BehaviorGap.com) writes about financial planning for The New York Times and illustrates his ideas […]
SEP vs. SIMPLE IRAs
On the surface, SEP and SIMPLE IRAs appear remarkably similar. Both plans are designed for a small business, are easy to setup and cost-effective to […]
Workers Cut 401(k)s as They Fatten HSAs: Mercer
With the Affordable Care Act, health care and its cost are top of mind, to the detriment of retirement savings By Danielle Andrus, ThinkAdvisor, November 20, […]
Vanguard: Boomer Retiree Wave Won’t Crash Market
Vanguard study offers multiple reasons why stock market folk wisdom about demographics is not borne out by the research By Gil Weinreich, ThinkAdvisor, Nov. 18, 2013. […]
Using Deferred Annuities to Build Pension Plans for the Next Generation
By William H. Byrnes, Esq., and Robert Bloink, Esq., LL.M. – October 21, 2013. The most recent shift in the audience for deferred annuity products may come as […]
Companies’ 401(k) Match Gets a Critical Change
Employers that suspended the match during the recession are restoring it with retirement readiness in mind By Paula Aven GladychBenefitsPro,com – October 25, 2013. The 401(k) […]
World’s Top 10 Retirement Systems That Beat America’s
The Melbourne Mercer Global Pension Index ranks the retirement systems of 20 countries, providing a benchmark to gauge Social Security By Gil Weinreich, ThinkAdviso- Editor-in-Chief, October 15, […]
4 Big Changes to 401(k)s, IRAs in Obama’s 2014 Budget
The president’s budget blueprint proposes a number of reforms that would mean big changes in how retirement is financed By Paula Aven GladychBenefitsPro.com, October 14, 2013. […]
The Role of ETFs in Retirement Income
ETF expert Ron DeLegge has a few favorite strategies, and one he absolutely does not like By John Sullivan, ThinkAdvisor, October 6, 2013. ETFs can play a […]