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Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.January 9
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Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."January 8
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More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”January 7
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For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.January 6
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“By and large, many simply have not yet saved enough to retire comfortably.”January 3
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Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.January 2
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Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.December 31
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Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.December 30
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Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.December 27
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Workers from both generations share similarities — and financial pressures — when planning for retirement, writes an expert.December 26
