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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
 

Retirement Confidence Goes Down in Latest Study

According to the latest Retirement Confidence Study done by the Employee Benefits Research Institute (EBRI), workers’ confidence about their ability to retirement went down last year (60% somewhat or very confident about their ability to retire in comfort versus 64% in 2015). We wonder why the numbers are declining. Could ... Read More
 

Retirement Planning Blunders

All this month, I’m highlighting retirement planning blunders that even smart people make and how to avoid them. Why? Because on May 23 at 6:00 p.m. (PST) my esteemed colleague, Amy Shappell, CFP®, and I are presenting a free webinar on the topic. We’re will share the mistakes that we ... Read More
 

Building Good Money Habits

Did you make any New Year’s resolutions at the start of 2017? Did you keep any of your resolutions? We all struggle to build good habits in some areas of our lives, even if we have great discipline and practices in other parts. In the book Better than Before, Gretchen ... Read More
 

Are You Better Than Average?

In a study done by the New York Times last June, they found that 83% of subscribers believe they are above average, 16% believe they are average and less than .5% believe they are below average. Most people (not just subscribers to the New York Times) believe they are above ... Read More
 

Retirement on Your Mind?

About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that ... Read More