Tag Archives: retirement planning

Experts Prove Most Financial Advisors Aren’t Giving the Best Retirement Advice

27 Apr
Retirement Advice

LEAWOOD, Kan., April 27, 2017 /PRNewswire/ — In their article “How to Beat the Conventional Wisdom: Part 1” published in Financial Advisor Magazine, retirement planning experts William Reichenstein, PhD, Principal, Retiree Income, and William Meyer, CEO, Retiree Income, discuss their latest research which debunks conventional wisdom around tax-efficient retirement withdrawals and proves a better way to […]

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

20 Apr
Retirement Readiness Solutions

DALLAS, Ore., April 20, 2017 /PRNewswire/ — Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including the 402(g)(7) limit and double-up options. “Helping advisors […]

Transamerica Institute Announces “Improving Women’s Retirement Security”

23 Mar
Women's Retirement Security

Women face unique challenges and circumstances that put them at an even greater risk of not achieving a financially secure retirement, compared to men. A special one-hour edition of ClearPath – Your Roadmap to Health & Wealth will offer insights into the particular risks women face and clear-cut steps they can take to improve their […]

Seventeen Startling Facts That Sum Up Women’s Retirement Risks

02 Mar
Black and white image of women stretching on beach - Women's Retirement Risks

Today, nonprofit Transamerica Center for Retirement Studies® (TCRS) has released a new research report, Seventeen Facts About Women’s Retirement Outlook, which sheds light on vulnerabilities unique to women in their efforts to prepare for a secure retirement. The report is based on findings from TCRS’ 17th Annual Transamerica Retirement Survey of Workers, and is being […]

What The Kids Get – Planning Your Legacy So Your Final Wishes Come True

11 Nov
Portrait of beautiful girl in warm clothing - Your legacy

After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money without worrying about passing on anything to the next generation. But plenty of others are determined to leave a legacy – whether it’s by bequeathing a tidy sum to their children and grandchildren, or bestowing […]

Finding The Path To A Stable Retirement When Savings And Social Security Aren’t Enough

31 Aug
footprints on sand on the path to retirement

As much as American workers look forward to retirement, many of them also worry that retirement is a luxury they can’t afford. In fact, about one-fourth express concerns about running out of cash in retirement, according to a survey by the Indexed Annuity Leadership Council. The problem, says Marco Kozlowski, (www.marcokozlowski.com) an entrepreneur and business […]

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

22 Aug
Retirement Planning

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?

03 Aug
expat-mexico

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

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

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 […]