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Retirement Success Doesn't Require a Windfall
Robert Pagliarini, CFP
Too often we focus almost exclusively on managing our assets when we should be spending time building our assets and managing our liabilities. Earning a 10 percent investment return instead of an 8 percent investment return is less effective in providing you financial independence, a great lifestyle and a successful retirement than is controlling your expenses and saving.
Annuities: the Good, the Bad, and the Ugly
John Hauserman, CFP
Over the past twenty years, I have noticed that the national financial media has had a true love - hate relationship with annuities. At times, the prevailing theme seems to be that all annuities are expensive boondoggles designed only to benefit the insurance companies and agents who represent them. At other times, however, many financial authors seem to feel that they should be an integral part of any well-thought-out retirement plan. What gives? Both opinions can’t be right, can they?
Smile Your Way through Retirement
Eleanor Blayney, CFP
As millions of Americans prepare for and enter retirement, it’s natural for many of us to feel worried or concerned about how much money is needed to live comfortably. Despite all of the apprehension, there are a few reasons to smile.
Financial Empowerment: Strategies for Women
Marguerita Cheng, CFP®
The demographics of women have evolved and changed rapidly over the last half-century. Currently, women outnumber men in American colleges and universities. This reversal of the gender gap is a recent trend. As of 2009, 57 percent of bachelor's degrees, 60 percent of master's degrees, and 52 percent of doctoral degrees were awarded to women, according to the Department of Education. Fortunately for women, this increase in education translates into increased influence—and affluence.
Financial Resolutions for Retirees
Eleanor Blayney, CFP
Many of you are headed into the New Year with a list of resolutions to improve your life. If some of those resolutions are financial in nature, they undoubtedly have to do with saving more and spending less. Such fiscal good intentions may be just fine for those in the prime of their working years, but do they make sense for retirees?
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