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Many Midwesterners Lack Confidence in Ability to Retire
Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.
Small Commutes + Big Houses = Happy Workforces
Depending on your definition of quality of life, Raleigh, North Carolina might be just what the doctor ordered for your small business.
IMHO: Decision Decisions
As a parent, you spend a lot of time telling your kids what to do, and perhaps more time than you think you should convincing them that it...
Annuities Get a Behavioral Finance Makeover
An appreciation for the influences of behavioral finance has had a critical impact on retirement plan designs – so what about applying those principles to...
Recession No Hindrance to 403(b) Transformation
Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...
Americans Still Fretting Over Money
Things might be looking up on Wall Street, but a new survey found 84% of Americans still fret about their finances.
Americans Need Financial Help, Report Lagging on Retirement Savings
Fifty-seven percent of respondents to a survey commissioned by TD AMERITRADE reported they are either a little or far behind financially in terms of preparation for retirement.
Advisers Number One Source for Mutual Funds outside of Retirement Plans
Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...
More Americans Cite Social Security as Major Source of Retirement Income
While 401(k)s and individual retirement accounts (IRAs) still seem to be the most important source of retirement income, the proportion of Americans planning on rely on Social Security...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
dean's list
Income Tacts
As we pulled together the materials for our income tax filings this year—I was once again astounded at how much of our household income is absorbed by various...
fiduciary fitness
Protecting Yourself
How to deal with the DoL’s campaign against cross-selling (continued)
Retirement and Uninsured Medical Expenses Top Financial Concerns
A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.
Most Americans Haven’t Recovered Portfolio Losses
While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.
Poll Finds Drop-off in IRA Savings
A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.
Cost of In-Home Care Rising Slower than Other Options
While long-term care costs continue to rise nationally, the cost for in-home care is rising at a much slower pace, according to Genworth’s 2010 Cost of Care Survey.
IMHO: Cynic’s “Cull”
I have always taken seriously the notion that news and information should be presented “straight”, and without commentary.
HNW Show Slightly Shifting Views about Retirement
High-net-worth (HNW) consumers remain concerned about maintaining their lifestyle in retirement and slightly more concerned about paying for health care in retirement, according to a survey by The...
Retirement: The Worry Felt around the World
The HSBC Global Pulse survey found the top three financial worries are the same for citizens around the globe: taxes, wealth preservation, and retirement.
Sandwichers Caught Between Supporting Adult Children and Retirement Plans
More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...