Posts Tagged ‘Retirement Solutions Radio’
Monetary Systems
In the days before cash, people bartered goods and services. Then we established various forms of “cash” payments, from paper bills and coins to checks, credit and debit card payments.…
Read MoreUpdate on the DOL Fiduciary Rule
In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…
Read MoreAssessing Risk
It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less…
Read MoreGoals-Based Investing
There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…
Read MoreRetirement Stages
What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…
Read MoreIRS News to Know
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is…
Read MoreAssessing Risk in Retirement Income
When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in…
Read MoreIncome Strategies for an 8,000-Day Retirement
By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement…
Read MoreHow Much Retirement Income Should Come From Savings?
According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has…
Read MoreRetirement: The New Status Symbol
A lack of savings among many U.S. households could mean a change in the perception of retirement. It used to be a foregone conclusion that once you were too old…
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