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April 2016

Baby Boomers: Invest In Baby Boomers?

Might the best investments for Baby Boomers be in….Baby Boomers? Today’s article highlights some of the “fantastic investment opportunities” that may be created as this demographic ages. One of the biggest potential investment opportunities? Health care. Why might the specific area of “medical real estate” be “a safer and more predictable investment in the Boomers”? And which retailers may also… 

Assessing Retirement Readiness

Are you on track to have enough money to fund your desired lifestyle in retirement? Today’s article outlines four methods used by the experts to make this determination and identifies which methods are best depending on how far away one is from retirement. Which method does the author state is “perhaps the most accurate way to determine whether you’re financially… 

The Fiduciary Rule: What Retirement Savers Need To Know

“When the Obama administration released its new investing regulations aimed at protecting retirement savers from conflicted advice, its name – “fiduciary rule” – doubtless flummoxed some. But behind the clunky term are new standards that could give you clearer information when making decisions about your retirement nest egg.” Today’s article lays out how the new “fiduciary rule” will impact the… 

8 Dividend Stocks For Retirees

“Wall Street is in love with dividend stocks — maybe too much in love. In fact, dividend-paying stocks have performed so well in 2016 that many are starting to look pricey. That means that retirees, in particular, need to be careful about which dividend payers they’re buying if they’re trying to both protect and grow their nest egg.” Today’s article… 

Millennials: Retirement Saving Role Models?

Might the generation that is the furthest away from retirement – millennials – actually be the most retirement savvy? Today’s article argues that “despite the long time horizon, millennials recognize the importance of saving for their retirement” and outlines the specific ways in which this generation is “getting it right”. What can be learned from millennials about tacking expenses, saving,… 

What Longer/Healthier Retirements Require

“Millions of Americans already are facing tough financial challenges when it comes to retirement. But we’ve only seen the tip of the iceberg if life spans really begin to lengthen.” Today’s article examines what will be required of people in order to ensure a secure retirement if life expectancies rise considerably. Here’s what the author has to say: “The affordability… 

Retirement Confidence: How To Get Into the 21%

What percentage of Americans are “very confident they’ll have enough money to live comfortably throughout their retirement”? According to the survey cited in today’s article – conducted by the Employee Benefit Research Institute – that number is just 21%, a number that “hasn’t changed all that much in the 26 years EBRI has been tracking retirement confidence.” As such, the… 

Four 401(k) Fixes

“When it comes to retirement plans, 401(k)s are like vehicles. Some of them are set up to get you to retirement with all the money you need while others will leave you stranded.” Recognizing that “the flaws in retirement plans are difficult for most people to see” and that these flaws “can have catastrophic effects” in terms of coming up…