Skip to content

Retirement Planning

Navigating The Challenges Of “The Evolving Retirement Planning Landscape”

Whether one is in the pre-retirement accumulation stage or the retirement decumulation stage, retirement planning seems to be getting increasingly complicated. At a recent investment conference, research and innovations related to the challenges posed by the evolving retirement planning landscape were discussed. For some key takeaways from this discussion – pertaining to target-date funds, Social Security, safe withdrawal rates, annuities… 

CLICK HERE »Navigating The Challenges Of “The Evolving Retirement Planning Landscape”

The “New Thinking” Required Of Retirees Today

Trying to tap a lifetime’s worth of savings—enough to enjoy retirement but not so much that you imperil your later years—has never been easy, but it’s about to get a whole lot harder,” warns one retirement researcher cited in today’s article, who sees a confluence of factors coming together to make this “the worst time to retire since just before the… 

CLICK HERE »The “New Thinking” Required Of Retirees Today

Do Retirees Really Benefit From Larger Equity Allocations?

Retirees have been told that, especially given the increasing number of years spent in retirement, they need to maintain a sizable position in equities. It turns out, however, that maintaining a healthy equity allocation in retirement may not be as beneficial for retirees as believed: The author of today’s article analyzed a number of different retirement funding scenarios and came… 

CLICK HERE »Do Retirees Really Benefit From Larger Equity Allocations?

How Millennials, Blockchain And AI Are Reshaping The Retirement Planning Industry

While millennials on the whole are not saving adequately for retirement, a growing number of them are investing in cryptocurrencies – and, as today’s article notes, one of the main reasons they are doing so is for retirement purposes. At the same time, “Innovative startups are redefining the retirement landscape by using blockchain technology and artificial intelligence to create new… 

CLICK HERE »How Millennials, Blockchain And AI Are Reshaping The Retirement Planning Industry

Relocating In Retirement: Are You Doing It Wrong?

Whether it’s for family, lifestyle or financial reasons, relocation is a part of retirement for many Americans. However, the author of today’s article cautions that, “Whatever the reason, retirees appear to be making two big mistakes with their homes. They seem to vastly misunderstand the home as an investment decision, and they don’t consider the financing options available to them… 

CLICK HERE »Relocating In Retirement: Are You Doing It Wrong?

How Women Can Take Control Of Their Retirement – And Prevent Financial Destitution

Americans on the whole are underprepared for retirement. This is especially true for women over 50, with today’s article noting that “they fall way behind men when it comes to retirement preparedness.” While there are multiples reasons for this reality (including an acceleration in the divorce rate for this group), what can women do to prevent against the prospect of… 

CLICK HERE »How Women Can Take Control Of Their Retirement – And Prevent Financial Destitution

Taking Stock Of Your Retirement Income Strategy

Yet another research report has found that a majority of baby boomers do not feel prepared for retirement – and today’s article suggests that one critical factor underlying the position that these boomers find themselves in is a lack of investment in stocks, with the author noting that “The ownership of the vast majority of equity returns in the hands… 

CLICK HERE »Taking Stock Of Your Retirement Income Strategy

Retirement Planning, Small Business Owners Edition

Small business owners (SBOs) are not preparing sufficiently for retirement – and while they are not unlike the larger population of workers in that regard, SBOs typically face even greater challenges. As such, today’s article outlines a number of ways in which SBOs can go about preparing intelligently for retirement. What does the author identify as being “an ideal average… 

CLICK HERE »Retirement Planning, Small Business Owners Edition

Is This Fund “The Holy Grail Of Retirement Investing”?

The author of today’s article acknowledges that – if such a strategy existed – it would represent “the Holy Grail of retirement investing”: a strategy that would appreciate regardless of market conditions. And one fund – the Permanent Portfolio Fund – purports to do just that. So is this fund something that retirees and those nearing retirement should consider? The… 

CLICK HERE »Is This Fund “The Holy Grail Of Retirement Investing”?