More than two-thirds (70%) of American retirees wished they had saved more and planned earlier for retirement, according to the 2022 Retiree Reflections Survey, published recently by the Employee Benefit Research…
For many, retirement can feel a bit like a fairy tale. When you’re young and working, it might seem like slow-building retirement savings (if you have any) might…
A new survey from AARP finds that just over half of Americans in their 70s (51%) and 80s (52%) rate their financial situation today as excellent or very good. When…
MarketWatch interviewed several financial planners to find out what they’re recommending to their clients to lessen the impact of increasing inflation. The general consensus is that consumers should develop…
In a recent opinion piece, the editor’s at Bloomberg expressed strong opinions about the shortcomings of America’s retirement system and what Congress needs to do fix these problems.…
First of all, aging solo doesn’t have to be lonely. In fact, studies on childless adults show they’re no more lonely or depressed than adults with children. Many…
Rising prices are squeezing household budgets around the country and putting additional strain on its 56 million residents age 65 and up, many of whom rely on fixed…
In celebration of International Women’s Day (March 8) and Women’s History Month, the Transamerica Center for Retirement Research developed a new resource, the “Five Fundamentals for Retirement Readiness,”…
Most people think of reverse mortgages as just a standalone loan. But some financial experts are seeing them as an investment strategy that lets people stay in their…
Every worker should be prioritizing retirement savings to ensure they have a secure future. Investing for your later years is important because you can’t live on Social Security…
The Social Security Administration (SSA) says it has good and bad news for consumers to start 2022. According to Consumer Affairs, the agency announced that the full retirement…
If you haven’t yet claimed Social Security, please read this article from the New York Times that talks about several online tools (both free and for a nominal fee) that…
In a column for theSteeet.com, Sandra Adams, CFP, has some useful tips for people who want to help their parents plan for a better retirement. She adds, “If…
Baby boomers nearing retirement age don’t want to kick up their feet and relax through their sunset years. Instead, most of them want to continue working, but just…
Recently, the 4% retirement income rule has been questioned by some financial advisors as being too aggressive in today’s world. One retired financial advisor who disagrees is William…
There are a lot of important factors when planning your retirement, but don’t forget the most important: your happiness. Financial planner Ashley Folkes, CFP, says careful financial planning…
Just about everyone who is still slaving away at the office shares the very same goal as those of us who have long since left the workplace: a…
In an article for Kiplinger, financial planner Steve Parrish, J.D, RICP® explains how the 4% retirement income rule may not be appropriate in today’s world. The 4% rule…