Latest News
The Retirement Fund Draw-Down Dilemma: Do Your Assumptions Stand Up?
The long-regarded 4% rule seems to be where most financial analysts land when asked the question “How much can I withdraw and not outlive my funds?” But that isn’t something that all analysts agree with, given current low interest rates…
Retirement Planning: The Time is Now!
The benefits of having a savings plan for retirement are discussed in a post from SSA on Tribune News Service. Specifically, the article highlights the myRA concept as offered by the U.S. Department of the Treasury. Check it out here… …
Attention, Women: Some Thoughts on Planning for Retirement
Since women have a greater life expectancy than men, and since March is Women’s History Month, what better subject to explore than the steps that women should consider taking to help prepare for their “golden years.” Charo Boyd, Social Security Public Affairs…
Preparing for Retirement: Some Stories
Kerry Hannon of The New York Times, in a post on www.heraldtribune.com, offers up a few real-life stories about how some individuals are coping (or not) with the tough task of accumulating savings for their later years. The article also offers…
Medicare: Know Your Rights and Protections
(Source: Medicare.gov) Did you know that Medicare works hard to protect your rights? Knowing about these safeguards will go a long way to help keep you, your privacy, and your identity safe. It’s National Consumer Protection Week, so this is…
Four Things Medicare Does Not Cover
Medicare covers more than 54 million beneficiaries; however, it doesn’t cover every single beneficiary’s needs. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this link is…
People Run Out of Time
Retired life is all about the freedom to do what you want when you want to but don’t let possible good times pass you by while waiting to get there. Read article here… Notice: The link provided in the text above connects…
Quasi-Retirement Strategy
Pete Dunn, a personal financial expert, answers a readers concerns about their proposed quasi-retirement strategy. Read his advice here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this…
Early Withdrawal
If you are considering taking an early withdrawal from your individual retirement account or qualified retirement plan account to cover specific expenses, you may be surprised to find there are exceptions to the early withdrawal penalty tax. Read article here……
Retirement IQ
The results from the Fidelity Investments Retirement IQ Survey revealed Americans’ knowledge is somewhat limited on understanding several important retirement concepts. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…