Retirement Times – March 2024
Americans are increasingly getting financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright scams.
Participant Memo: March 2024
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy.
Retirement Times – February 2024
According to a December 2023 survey from Schroder’s, nearly half of non-retired Gen Xers, those born between 1965 and 1980, have not done any retirement planning whatsoever.
Participant Memo: February 2024
Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security.
Retirement Times – January 2024
Retirement planning often directs attention toward midcareer 401(k) participants and those nearing retirement — and understandably so, given their tighter timeline to secure post-retirement financial stability.
Participant Memo: January 2024
As we embrace the dawn of a new year, contemplating the departure of a loved one may not be the most festive topic, yet it’s an essential consideration for any forward-thinking planner.
Participant Memo: November 2023
According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.
Retirement Times – November 2023
Sound investment decisions are rarely made under the weight of worry. The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness.
Retirement Times – September 2023
According to recent data from the National Council on Aging and the Women’s Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan.
Participant Memo: September 2023
If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future.