investment

Retirement

Working During Retirement

Working During Retirement

  If you plan on working during your retirement, you’re not the only one. An increasing number of Americans plan to work at least some of the time during the course of their retirement years. According to the Employee Benefit Research Institute’s 2013 Retirement Confidence Survey, 69 % of workers [...]

by × September 19, 2014 × 0 comments

Retirement

What’s Your “Retirement Number?”

What’s Your “Retirement Number?”

By Martin Walcoe. There are many uncertainties when it comes to retirement planning. One of the biggest uncertainties is determining how much money you will need to meet your living expenses after you retire. In other words, what is your “retirement number?” This can be expressed in two different ways: [...]

by × June 5, 2014 × 0 comments

Retirement

5 Things to Share with Your Investment Counselor

5 Things to Share with Your Investment Counselor

By Martin Walcoe The more information you share with your investment counselor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.

by × May 22, 2014 × 0 comments

Retirement

How Realistic Are Americans’ Retirement Dreams?

How Realistic Are Americans’ Retirement Dreams?

  By Martin Walcoe Recent generations of Americans have grown up with a picture of retirement that’s based on their parents and grandparents: Stopping working at around age 65 or sooner in order to spend the rest of their lives traveling, visiting children and grandchildren, indulging in hobbies and recreation, [...]

by × May 8, 2014 × 0 comments

Retirement

How Realistic Are Americans’ Retirement Dreams?

How Realistic Are Americans’ Retirement Dreams?

  Recent generations of Americans have grown up with a picture of retirement that’s based on their parents and grandparents: Stopping working at around age 65 or sooner in order to spend the rest of their lives traveling, visiting children and grandchildren, indulging in hobbies and recreation, and volunteering to [...]

by × December 17, 2013 × 0 comments

Finances

Watch Out for ‘Retirement Derailers’

Watch Out for ‘Retirement Derailers’

If you have ever seen a train derailment, even if it was just one in a movie that was created by special effects, you know how destructive it can be. The sponsor of a recent survey that was designed to gauge the retirement readiness of Americans used the term “retirement [...]

by × August 15, 2013 × 0 comments