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Financial Freedom Blog
August 15, 2017
The Society of Actuaries conducts a retirement risks survey every other year with Americans who have retired and those who are not yet retired. According to their latest survey from 2015 (published in 2016), pre-retirees worry most about: Not having enough money to pay for a long stay in a … Read More
August 8, 2017
Can’t recall who said this (sounds like something Mark Twain might have said) and it makes me laugh every time I think about it. From a retirement planning standpoint, the idea is that no one ever gets average investment returns in their portfolio. If your target is 5% (a reasonable … Read More
August 2, 2017
On Friday, the Treasury Department announced that it was closing the myRA program that was started in 2014 to help workers who are not covered by an employer savings program save for retirement. The problem? The program only attracted about 20,000 participants with an average savings balance of about $500. … Read More
July 25, 2017
The caring and wonderful advisors at Juetten Personal Financial Planning have guided hundreds of clients as they have moved from the work life phase of their lives to the retirement phase of their lives. We learn a great deal from these clients and the lessons are new with each person … Read More
July 19, 2017
In a recent study, the U.S. is in the middle of the pack when it comes to retirement security. Of the 43 countries that were assessed, the U.S. ranked 17th in term of health, finances, material well-being and quality of life for its retired citizens.The survey is done by Natixis … Read More