The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) mo… Continue reading
So much about retirement planning is about making smart money decisions to get you to the time when you’ll retire. But what about managing your money after you retire? The latest Friends Talk Money podcast episode, which you can hear wherever you get p… Continue reading
You may have a 401(k) retirement plan at work and if you are married or have a partner, your one-and-only may have one, too. But have the two of you sat down to review the plans together and see if the combined investments make sense as a whole? Chance… Continue reading
Our ability to avoid outliving our money is, in large part, due to our expenses in retirement. Turns out, a new study reveals, we’re pretty lousy at predicting how much we’ll actually spend on housing and health care when we retire. And another study s… Continue reading
Dire jeremiads about America’s looming retirement crisis are so common that it seems retirementcrisis is one word. The doom-and-gloom narrative goes something like this: Spendthrift Americans aren’t saving enough, so their living standards will plunge … Continue reading
Women in their 50s who are at the most financial risk in retirement are those who are married and in two-income households. That’s the surprising news from a recent report on women and retirement from Prudential Financial. The finding is based on rese… Continue reading
A major economic trend is unfolding with barely a ripple of attention: Boomer business owners are approaching retirement age and an army of these entrepreneurs are, or will be, putting their companies up for sale. Boomers own 2.34 million privately-hel… Continue reading
Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. The “Regulation Best Interest” (or BI) is the SEC’s answer to the Obama administration’s planned “fiduciary rule,” which the Trump administrat… Continue reading
There are many perks to being self-employed — flexible hours, the possibility of working from home and, of course, being your own boss. But one major downfall that has historically burdened solopreneurs is the lack of access to traditional employer-spo… Continue reading
(The following excerpt is from Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life, by Steve Vernon. Published by Rest-of-Life Communications. Copyright © 2018. All rights reserved. The book is available at … Continue reading