News & Updates
Proposed changes to 401K plans
https://www.cnbc.com/amp/2019/04/02/house-committee-passes-secure-act-for-401k-plans-amid-retirement-income-crisis.html
WHAT CHOICES WILL YOU HAVE?
This week’s article poses a familiar scenario and then tells us our choices in a very simple way: “Let’s say you have built up a retirement fund of $250,000 by the time you are age
RMD : Required Minimum Distributions
This is a very good article for anyone who has turned 701/2 in the past year. https://www.cnbc.com/amp/2019/03/28/if-you-turned-70-last-year-dont-miss-this-key-april-1-deadline.html
DIFFERENT FOR WOMEN
This week’s article discusses three retirement savings factors relating to why it is different for women in retirement. While many of us may already have reflected on a female being projected to live longer than
YOUR MONEY AND YOUR LIFE
“An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life,
ASSETS VERSUS INCOME
I came across an article in the Harvard Business Review where the author discussed a concept we have touched on in the past – the idea that when you “ask someone what her pension is
UNDERSTANDING THE KEY ELEMENTS
I thought you would want to read this week’s article because it discusses that “while annuities and life insurance both have similarities, they are not the same. Before you can understand the differences and determine
DIFFERENCES
This week I thought to share with you a chart that I found informative because it provides an easy to read explanation of the differences between Annuities and Life Insurance. Because one’s needs may change
UNLESS YOU ARE WARREN BUFFET
This week’s author, formerly with the Federal Reserve Bank of New York and the National Bureau of Economic Research writes that while not applicable to Warren Buffet’s retirement plan, “Retirees with limited resources face the
