Category Archives: Articles

Why Avoiding The Money Talk Can Leave Your Family Unprepared

Your adult children want to talk about your finances, says Fidelity’s 2014 Intra-Family Generational Finance Study. In fact, they want to talk about your money now, before you’ve even retired. Nearly 64 percent of parents and children disagree about the … Continue reading

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Millennials’ Mistrust of the Stock Market May Hinder Their Retirement Savings

Millennials, Americans born during the 1980s and ‘90s, have good reason not to trust the stock market. After all, the economy crashed just as they were graduating college, forcing many to move back in with their parents and nipping their career prospects … Continue reading

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Retiring Abroad: Affordable, But Not For Everyone

“I have a dream, MummyJi, a most brilliant one. To outsource old age! And it is not just for the British, there are many other countries where they don’t like old people too!” – Sonny, The Best Exotic Marigold Hotel … Continue reading

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Who Gets What, When, And How Much? Planning for Blended Families

Winston Churchill said second marriages are a “triumph of hope over experience.” And if hope has won the battle against your experience, there are a few issues you should discuss with your new spouse when you’re planning your retirement strategy. … Continue reading

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Your Retirement Dreams are Unique – Your Plan Should Be Too

People often spend more time contemplating which washer to purchase than they spend planning for their retirements. But even if they’ve sat down to plan the financial side, pre-retirees may not even think to consider what life will be like … Continue reading

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How Expensive Is That First Year of Retirement?

More expensive than you’d think, according to recent studies stating that the first year of retirement is usually pricier than predicted. While most retirement income calculators ask retirees to guess what they’ll need to spend to live comfortably, the first … Continue reading

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Why Plan for Retirement When You Could Buy Lotto Tickets?

If you’re waiting on a miracle or a windfall to set you up for retirement – we truly wish you the best of luck. But even if you manage to inherit a million dollars or win the lottery, that is … Continue reading

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What You Need To Know To Maximize Your 401(k)

In 2009, nearly half of American workers participated in employer-sponsored retirement plans, including 401(k)s, 403(b)s and Thrift Savings Plans – according to the Congressional Research Service. We love 401(k)s for a number of reasons. For one thing, it makes saving … Continue reading

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Great Expectations: 5 Ways Retirees Fool Themselves

Boomers are entering their retirement years with a lot of assumptions – some well-founded, others not so much. But successful retirements are not built on guess work, historical fallacies, or hope. And you know what they say about the word … Continue reading

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10 Ways to Make or Break Your Retirement

Life is what happens while we’re making other plans, and that is doubly true when it comes to planning your retirement. Half the battle is planning your retirement wisely, but the other half is overcoming obstacles that inevitably happen along … Continue reading

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