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Retirement Planning Services

A collection of news and information related to Retirement Planning Services published by this site and its partners.

Top Retirement Planning Services Articles

Displaying items 25-36
  • Top Workplaces winners find ways to incorporate gravy

    Top Workplaces winners find ways to incorporate gravy
    I love gravy. It perfectly accentuates things like turkey, mashed potatoes and the workplace. What's that? No, I'm not suggesting cannibalism, though who among us hasn't wondered how that guy from the information technology department might taste...
  • Savings Game: Managing defined-contribution retirement plans

    It is no secret that corporations have been eliminating defined-benefit retirement plans in favor of defined-contribution plans. Lately, even local governments, because of funding problems, have begun following suit. In effect, these changes force...
  • Parents juggle job loss, costs of children with retirement planning

    Parents juggle job loss, costs of children with retirement planning
    Financial planners like to see smooth waters for clients in their 50s: saving lots in the best earning years of one's career, avoiding new debt, paying off the mortgage by retirement or soon thereafter. Instead, Christopher and Robyn Reagan of South...
  • Retirement: Put health costs in context

    When my son was a teenager, many of our conversations began with me reminding him of what homework he had to do -- and with him storming out and slamming the door. These days, I am reminded of those conversations when I think about retirement planners'...
  • Retirement now requires those living longer to work longer

    Here's the good news: We're living longer. And here's the bad news: We're living longer. According to the Society of Actuaries, Americans who reached age 65 in 2011 are projected to live another 21 years to age 86, on average. If these same Americans...
  • Giving family financial help has hindered her retirement

    Giving family financial help has hindered her retirement
    For years, Cheryl McDonald has been her family's financial rock, always willing to give financial support. In terms of retirement, however, being the rock has weighed her down. "I have been the primary income producer and the primary holder of assets,"...
  • National Save for Retirement Week

    Happy National Save for Retirement Week! Retirement has become such a hot issue that the Senate passed a resolution "with the goal of increasing the retirement savings and personal financial literacy of all people in the United States." To help further...
  • How retirement savers can benefit from new 401(k) fee disclosures

    A brave new world opens up to workplace retirement savers next year. Participants in most workplace defined contribution plans will be receiving new quarterly reports that contain clear disclosure of investment fees; in most cases, the new reports will...
  • What's your retirement number?

    A former client once argued with me about his "retirement number." He couldn't believe that he needed $1 million in savings before he could retire. "That amount just seems like way more money than is necessary!" But after walking through the variables and...
  • Retirement planners often need a Negative Nelly on their team

    I woke up last Saturday morning to the following "Retire Smart" reader email: "Why are you a Negative Nelly? Your columns seem to advocate that everyone never be able to retire and that everyone be on the 'carry-out' plan ... i.e. instead of being able...
  • The Case for nonretirement savings

    Reader Dale wrote in about an interesting tax situation that can arise during retirement. While he was working, he dutifully saved as much as he could in his 401(k), thinking that he would benefit from being in a lower tax bracket when he retired. When he...
  • Alphabet soup of financial designations

    What's better: a CFP or a CPA-PFS? What's the difference between a fee-based financial adviser and a fee-only one? Being a consumer of financial services these days can be maddening. One reader asked, "Can you give me a rundown about what these...