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Top Five Pre-Retirement Worries

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
 

Retirement Date May Not Be Up to You

In the recent EBRI Retirement Confidence Study, a large percentage of retirees reported leaving the workforce earlier than planned (48% in 2017). Many retirees who retired earlier than planned cite hardships for leaving the workforce when they did, including health problems or disability, changes at their company, such as downsizing ... Read More
 

Update on DOL Fiduciary Rule

Two lawsuits aimed at overturning the Department of Labor (DOL) rule that requires financial advisors who provide advice on retirement plans (including IRAs) to act as fiduciaries have met with early defeat. A third lawsuit was heard last month and the judge in that case promised a decision quickly. To ... Read More
 

You Can Change Your Money Mindset

I am re-reading a great book by Carol Dweck with the title “Mindset: The New Psychology of Success.” In it, the author suggest that there are basically two mindsets we all carry: either growth or fixed. Here is what the author says: “The view you adopt for yourself profoundly affects ... Read More