Headlines
Creating a Viable Retirement Plan
In Melody Juge’s column appearing on the MarketWatch website (www.marketwatch.com) she states people spend more time planning a vacation than they do planning for their retirement. Her article takes many of the same questions we ask when planning our dream…
Five Potential Problems to be Solved before You Retire
Mark A. Lloyd’s, RFC, CEP, Investment Adviser for The Lloyd Group, Inc., in an article article appearing on Kiplinger’s website, writes that some financial professionals promise everything is going to be fine and you don’t have to fret about retirement,…
How to Plan for the Decline in Financial Decision-Making Abilities
Eleanor Laise, Senior Editor for Kiplinger’s Retirement Report, writes “Declining financial abilities may not only result in a few unpaid bills but also leave you vulnerable to financial abuse and exploitation, drain your nest egg, and place heavy burdens on…
Anxieties in Retirement: We Have a Few
A recent survey conducted by Harris Poll of more than 1,000 adults for the American Institute of Certified Public Accountants found that almost half of non-retired Americans lack confidence about their retirement goals. Further, the survey noted that these non-retired Americans…
Avoiding Costly Mistakes with Your Retirement Savings
In Alicia Rose Hudnett’s column appearing on The Motley Fool’s website (www.fool.com) she talks about how saving for the long term remains a persistent challenge for many Americans and too many have little to nothing saved for their golden years.…
Getting the Maximum Social Security Benefits Takes Some Effort
Social Security pays benefits based on your work history, but there’s a maximum amount that you can get from the program and that maximum is dependent on several factors. In Dan Caplinger’s article appearing on The Motley Fool website (www.fool.com),…
When You Leave Your Job, Do You Roll Over Your 401(k)?
When you leave a job, you pack up all your personal items, but what do you do with your 401(k) plan? If you are like most people you roll the money over to an IRA to gain access to more…
It’s Tax Time: A Primer on OASDI Taxes
By now, a large portion of Americans have worked their way through the annual income tax filing process (although with a little more than a week to go, there are probably many who are still in the throes of the…
Your Retirement Age–Setting the Target, Considering Variables
Looking ahead to an eventual retirement age is something that most of the working population, especially those in their younger years, gives only general thought to. And for many, it’s just that…a general thought. Syndicated columnist Chuck Jaffe, in an article posted today…
Fixing Social Security–CBO Looks at the Options
Moneywatch reporter Steve Vernon examines the results of the Congressional Budget Office’s analysis of potential steps under consideration to address the looming Social Security Trust Fund shortfall in an article posted today on www.cbsnews.com. As he points out, the likely path…