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U.S. Ranks 17th in Retirement Security

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
 

Warning: Retirement May Not Be What You Think

The latest Retirement Confidence study done by the EBRI (www.ebri.org) contains some alarming facts from the perspective of people who have already retired. For example: While the majority of workers expect to retire at age 65 or older, the reality is that the majority of retirees actually retired at age ... Read More
 

Preparing for Retirement In Three Parts

The JPFP team has been working on a new framework to help our clients prepare for and enjoye retirement from a financial standpoint. We’ve come up with a three-part system we call the Total Retirement System (TRS for short). Retirement Planning: this starts five to ten years before a client wants ... Read More
 

Retirement Planning: Fear or Optimism?

We talk to many people and they seem to fall into two camps when it comes to their motivation for retirement planning: Fear, or Optimism Either motivation will move you to take action as long as it’s strong enough. What about you? Are you fearful about retirement or looking forward ... Read More
 

Why Effective Retirement Planning Is Essential

I looked up the word “essential” when I wrote the above headline and here is what dictionary.com told me: Adjective: absolutely necessary; indispensable Noun: a basic, indispensable, or necessary element; Think of what “indispensable” or “necessary element” or “basic” means. Effective retirement planning is that important to your future happiness. There ... Read More
 

Are You Afraid of Retirement?

It’s okay if you are. Lots of people worry that they’re not prepared for retirement — and many people aren’t ready so let’s be clear. But you don’t have to be afraid of the next great phase of your life. In his first inauguration speech, Franklin Roosevelt said: “… let ... Read More