Invest Offshore

Tag: retirement planning

  • How Financial Advisors And Clients Both Miss Out On A Significant Opportunity

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    Aaron
    in

    Imagine a person who has invested a hefty sum of money and is in dire need of assistance managing that investment. And imagine that person’s financial advisor saying he or she can do little or nothing to help. For many Americans who are saving for retirement, that scenario is a reality. “A huge chunk of…

  • It’s Outcome, Not Income, That Should Be Stressed In Retirement Planning

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    Aaron
    in

    Retirement Planning? Most Americans are pessimistic about how well off they’ll be financially when they reach retirement. “People have a lot of worries and that’s understandable,” says Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group (www.safeguardinvestment.com). “Their savings may not be what they hoped for. Pensions for most people are a thing…

  • Expats: adventurers or foreign retirees?

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    Aaron
    in

    Hemingway, as an expat, implied high adventure in a foreign land The first definition of “expatriate” appeared in a French dictionary in the late 1700s and denotes a person who has been banished from his or her native land. This elucidation came just in time for Napoleon’s exile to the island of Elba in 1814;…

  • 3 Tips To Help You Navigate The Treacherous 401(k) Waters

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    Aaron
    in

    A 401(k) is the primary retirement-savings vehicle for many Americans. But despite the 401(k)’s importance, the average participant’s only investment strategy is to plow money into the accounts – then do nothing. They rarely if ever make changes to the investment selections their plans offer. “I’ve known people who had the money in the same…

  • Investor Sentiment Survey Report

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    Aaron
    in

    Investor Sentiment Jumps Six Points in 2016’s Second Quarter, Following Three Quarterly Declines BOSTON, July 5, 2016 /PRNewswire/ — Investor sentiment increased in the second quarter of 2016 as measured by the John Hancock Investor Sentiment Index, rising to +25 from +19 in the first quarter of this year. Sentiment had reached an all-time high of…

  • International Retirement Plan

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    Aaron
    in

    How many people have enough savings for retirement now? Today’s statistic is that a person over age 50 who loses his job will have a 90% chance of not finding another one. Everyone needs a retirement plan because no-one knows when an industry shift, or economic downturn could effect your career and your life, in…

  • U.S. Retirement Savers, Investors and Obama

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    Aaron
    in

    $17 Billion a Year at Stake for U.S. Retirement Savers and Investors if House of Representatives Overrides President’s Veto Wednesday [box]Will U.S. House Do Bidding of Wall Street or Main Street Citizens? Fate of Department of Labor No-Conflict Rule Is “Front-Burner” Pocketbook Issue for Average Americans[/box] Millions of U.S. retirement savers and investors could suffer…

  • Malta U.S. Pension Scheme Review

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    Aaron
    in

    If we wrote a book about the Malta U.S. Pension Scheme it would be about 12 pages even if we covered everything imaginable in great detail…otherwise it would be a couple of paragraphs and not worthy of a white paper because it is NOT an occupational retirement plan it is a life time annuity with…

  • Older Americans Month: May 2016

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    Aaron
    in

    U.S. Census Bureau Facts for Features: Older Americans Month: May 2016 President Kennedy first celebrated older Americans by designating May 1963 as Senior Citizens Month. After a meeting with the National Council of Senior Citizens, Kennedy encouraged all Americans to pay tribute to older people across the country. Every President since has issued a formal proclamation…