For Retirees And Near-Retirees, Year-End Planning Starts Now!

2018-08-29 20_48_27-30+ Engaging 2018 Photos · Pexels · Free Stock PhotosThere are still a few weeks left of summer, but now may be time to start thinking about the end of the year – especially if you are in or nearing retirement. Today’s article outlines a number of ways that retirees and those planning their retirements can benefit by getting an early start on their year-end financial planning. For more – including what one expert describes as “two gifts of the tax code” to consider as part of this process – CLICK HERE.

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Is Your Retirement Saving On Track? Find Out With These Online Calculators

2017-08-06 17_00_13-Black Calculator · Free Stock PhotoWhen it comes to saving for retirement, the author of today’s article states that “although there are no shortcuts to saving – you just need to get on an automatic program and save as much as possible – there are some quick routes to finding out the right numbers.” Among those “quick routes” are retirement calculators which, while not perfect, can provide a decent assessment as to whether you are on track with your saving. The author proceeds to highlight three online retirement calculators that retirement savers may find particularly useful. To read more, CLICK HERE.

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Affluent Influence: Retirement Planning Lessons From The Wealthy

2017-07-29 23_03_57-Free stock photo of bank, bank notes, batchThere’s no question that the wealthy have a major advantage when it comes to retirement – but that doesn’t mean that the less affluent can’t learn a thing or two (or three) from the rich about how to achieve a financially secure – and overall fulfilling – retirement. Today’s article looks at some retirement planning lessons that can be gleaned from the findings of a new UBS Wealth Management Americas survey of wealthy investors – lessons that can benefit pre-retirees of all income levels. To read more, CLICK HERE.

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Fee Fight: Tips For Protecting Your Retirement Nest Egg

2017-05-28 13_39_38-Close-up of Woman Hand With Coffee Cup on Table · Free Stock Photo“There are many fees that eat into your retirement nest egg,” notes the author of today’s article. As such, he proceeds to outline several tips to help minimize just how big of a bite fees can take out of your retirement savings. To find out what these tips are – including why he recommends that you should require that all fees be expressed in dollars rather than as a percentage of assets. To read more,  CLICK HERE.

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