Monthly Archives: November 2011
Outliving Retirement Funds – Dreaded more than Death (part 5)
The first three of our last four previous posts were concerned with preparing your retirement plan by answering the three big questions regarding your retirement: Your Target Nest Egg, Your Current Nest Egg, and the Amount you Need to Save … Continue reading
Outliving Retirement Funds – Dreaded More than Death (part 4)
Our previous three posts were concerned with answering the three big questions regarding your retirement plan: Your Target Nest Egg, Your Current Nest Egg, and the Amount you Need to Save annually to fund any shortfall between your target and … Continue reading
Outliving Retirement Funds – Dreaded More than Death (part 3)
In our previous two posts we mentioned that reducing the dreaded fear of outliving your retirement funds requires that you first calculate your Target Nest Egg. With the right calculator, this is not that difficult. Just a few questions to … Continue reading
Outliving Retirement Funds – Dreaded More than Death (part 2)
In our last post we discussed the first steps in reducing or eliminating the fear of outliving your retirement funds. This first step was to calculate your projected annual living expenses during retirement and then visiting our first retirement plan … Continue reading
Outliving Retirement Funds – Dreaded More than Death
According to a recent survey, over 60% of Boomers fear outliving their retirement funds more than death. Death is a very real and powerful fear, but to fear outliving your retirement funds more than death, well, that is saying something! … Continue reading
Investment Advice Final Rule – Advice for Plan Sponsors
The DOL has just announced its final rules regarding investment advice given to plan participants by investment advisers. The rule takes effect December 27, 2011. Below is a link to an article that discusses in greater detail the provisions of the … Continue reading
Worried about Financial Future – New Study
Below is a link to an article regarding a survey that was recently conducted about how worried Americans are about their retirement. The survey indicates that a large number of workers don’t know where to begin when it comes to … Continue reading
Plan Sponsors – Are Your 401(k) Investors Getting Good Advice?
In a recent survey (see the link below for more information), plan sponsors “cited a lack of clear regulations as an obstacle to offering advice. But even more they were concerned about the cost of providing that advice. The number … Continue reading
