Tag: retirement planning

  • America’s Retirement Crisis

    America’s Retirement Crisis Highlights The Need For Better Financial Advice Ideally, people investing for retirement always should have been able to feel confident that their financial advisors were giving them unbiased advice and recommending what was best for them. That wasn’t necessarily the case, though, which prompted the Department of Labor to issue new fiduciary rules…

  • 3 Avoidable Errors That Could Upend Your Retirement Plans

    As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been. That could mean they need to postpone retirement – or abandon the idea altogether. “Most people don’t spend much time even thinking about retirement,” says Stephen Ng, author of “10 Financial Mistakes You Should Avoid: Strategies Designed…

  • What Story Are Your Investments Telling?

    “I didn’t really know anything about 401K’s or investing until I got my first job. And then, you know, it took me a year to even start doing the maximum matching funds. I mean, growing up, my Dad maybe messed around on the stock market, but he didn’t really teach me about it. It’s jut…

  • Social Security is Still Complicated

    LEAWOOD, Kan., May 5, 2016 /PRNewswire/ — Contrary to popular belief, Social Security is more complicated than ever before. While the changes to Social Security rules ushered in by the Balanced Budget Act of 2015 have eliminated the popular “file and suspend” claiming strategy, there is a false impression that Social Security claiming has become…

  • Best Overseas Retirement Havens

    Three Most Affordable Overseas Retirement Havens in 2016 — InternationalLiving.com Cost of living can be a major concern for people on fixed pension, annuity, and other retirement income sources. In International Living’s 2016 Global Retirement Index, three countries stand out from the top 23 retirement locations in the world as having the best cost of…

  • US Government wants retirement savings in US Bonds

    Why the US Government wants retirement savings in US Bonds According to financial research firm ICI, total retirement assets in the USA now exceed $23 trillion. $7.3 trillion of that is held in Individual Retirement Accounts (IRAs). [box type=”alert” style=”rounded”]The U.S. government just passed $19 trillion in debt[/box] Unfunded Social Security entitlements the government estimate…

  • Asset Protection for American Retirement Savers

    U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of…

  • Investing for Retirement

    How do you successfully invest for retirement and beyond? At Invest Offshore, our goal is simple: Help you reach your financial goals by developing a personalized strategy for your retirement investments. Along the way, we will help you understand the benefits of our retirement money management solution compared to other investment vehicles, including annuities, ETFs…

  • Saving For Retirement: What You Need to Know About 401(K), Traditional IRA and Roth IRA Plans

    10 Useful Resources for Investors who are Saving For Retirement WASHINGTON, D.C. September 30, 2015 – At a time when nearly one of three U.S. households have $0 saved for retirement, the nonprofit Alliance for Investor Education (AIE) is making available “Saving For Retirement: What You Need To Know About 401(k), Traditional IRA and Roth IRA…