Retirement
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A Litle Extra Planning Can Avoid “Heir Wars”
getty The legacy of late California Senator Dianne Feinstein was tarnished by a series of lawsuits filed before her death. The suits revealed rifts in...
getty The legacy of late California Senator Dianne Feinstein was tarnished by a series of lawsuits filed before her death. The suits revealed rifts in the family and shortcomings in the estate plans of Feinstein and her late husband. Feinstein’s late husband Richard Blum, a wealthy investor, passed away in February 2022. Both Blum and... -
GenNext, Workers 18-34, Are Riding Pogo Sticks Into Retirement
Forget climbing career ladders, younger workers are riding pogo sticks into retirement. getty “No more ladders; we only work for checks,” exclaims a late 20-something...
Forget climbing career ladders, younger workers are riding pogo sticks into retirement. getty “No more ladders; we only work for checks,” exclaims a late 20-something woman. While many observers are focusing on the future of work as being reshaped by artificial intelligence and macroeconomic shifts, a new generation of workers is already rewriting the future... -
Temporary Supply Shocks Matter More Than Increased Demand To Inflation Bump
Supply Shocks Drive Recent Bumps In Inflation getty Inflation – the change in overall prices – is back in the news again. After a persistent...
Supply Shocks Drive Recent Bumps In Inflation getty Inflation – the change in overall prices – is back in the news again. After a persistent decline from a year over year high of 9.0% in June 2022 to a recent low of a year over year increase of 3.1% in January 2024, inflation recently has... -
Here’s Why You Should Continue Investing After Retirement
A tour bus passes the Wall Street bull in the financial district of New York City. Getty Images As yields have risen from their historic...
A tour bus passes the Wall Street bull in the financial district of New York City. Getty Images As yields have risen from their historic lows, many retirees ask me if they should put all their savings in T-bills. This movement even has a name: T-bill and Chill. Moving to the safety of U.S. government... -
What Does Your Peace Of Mind Look Like? Finding Financial Tranquility In A Volatile World
If you did a scan of financial advisory websites, you’d find a lot of similarities. Lots of photos of happy people in the active phase...
/money, /personal-finance, /retirement, advisornetwork, Investing, money, Personal finance, Retirement, standardbehavioral economics, behavioral finance, Financial, financial peace, financial tranquility, finding, Maurer, mind, Peace, Peace Of Mind, personal finance, Tim Maurer, Tranquility, Volatile, WorldIf you did a scan of financial advisory websites, you’d find a lot of similarities. Lots of photos of happy people in the active phase of their emerging retirement, most of whom have the same three hobbies: golf, sailing, and long walks on the beach. As for the words and phrases, I’d bet that some... -
CWA Union Fights Back Against So-Called Pension De-Risking
Pensions burn up! getty Before its bankruptcy in 1991, Executive Life Insurance Company accepted transfer contracts from companies to pay their retirees’ pensions instead of...
Pensions burn up! getty Before its bankruptcy in 1991, Executive Life Insurance Company accepted transfer contracts from companies to pay their retirees’ pensions instead of the companies defined benefit pension plan. Employers saved money in the transfer because Executive Life offered high interest rates — which were discovered later to be backed by junk bonds... -
How To Best Manage Your Money In Retirement
Manage your money to last the rest of your life. getty If you don’t want to outlive your money in retirement, then you’ll need a...
Manage your money to last the rest of your life. getty If you don’t want to outlive your money in retirement, then you’ll need a plan to make your money last for the rest of your life, no matter how long you live. Otherwise, with no plan, you’ll need to count on hope and luck,... -
How Higher Interest Rates Change Tax And Estate Planning Strategies
getty Many people know how Federal Reserve policies influence the economy and investment markets, but they don’t realize how interest rate moves change the results...
/money, /personal-finance, /retirement, Investing, money, Personal finance, Retirement, standardchange, charitable gift annuities, charitable trust, Estate, estate plans and higher interest rates, family low interest loans, Higher, Interest, interest rates and estate plans, Planning, Rates, Strategies, Taxgetty Many people know how Federal Reserve policies influence the economy and investment markets, but they don’t realize how interest rate moves change the results of estate planning strategies. The Federal Reserve increased rates significantly in 2022 and 2023, and recently market rates spikes again. The significant increases in rates the last few years alter... -
Unveiling The Hidden Benefits Of HSAs For Retirement Planning
If you are enrolled in a High Deductible Health Plan (HDHP) and are eligible for a Health Savings … [+] Account, it is prudent to...
If you are enrolled in a High Deductible Health Plan (HDHP) and are eligible for a Health Savings … [+] Account, it is prudent to consider the benefits of such an account for retirement Getty Images It’s no secret that Health Savings Accounts (HSAs) are intended to help with the burden of medical costs, allowing... -
15 Common Roth Conversion and Savings Mistakes People Make
It is highly likely that you have considered saving (or converting existing savings) into a Roth IRA or 401k. Someone, a friend, family member, advisor,...
It is highly likely that you have considered saving (or converting existing savings) into a Roth IRA or 401k. Someone, a friend, family member, advisor, your bank, or colleague may have recommended it to you. And, you have most certainly seen, if not read, an article about the benefits of Roth. All retirement savings accounts...