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5/15/2015 - Will Your Retirement Plan Provide Enough Income? (CNBC)

Financial experts are questioning long-held assumptions about the best approach to investing as retirement nears. With life expectancies on the rise and fixed-income investments generating little in the way of actual income, many experts are starting to recommend that savers allocate less of their money to bonds and related assets than they used to think… Read more 5/15/2015 - Will Your Retirement Plan Provide Enough Income? (CNBC)

5/15/2015 - Your Practice- 529 plans merit study to achieve high client marks (Reuters)

College savings plans are gaining ground, and possibly even a few improvements, making it a good time for financial advisers to revisit their value. State-sponsored 529 plans, numbering over 100 in 49 U.S. states and Washington, D.C., had an estimated $248 billion in assets as of December 2014, reflecting a growth rate of over 9 percent… Read more 5/15/2015 - Your Practice- 529 plans merit study to achieve high client marks (Reuters)

5/17/2015 - Workers missing out on employer match in 401(k) plans (The Dallas Morning News)

Workers are probably leaving $24 billion a year in unclaimed 401(k) company matches, according to a study by Financial Engines. And no, that’s not a typo.The company, which provides retirement advice to employees in 401(k) plans, examined the saving records of 4.4 million retirement plan participants at 553 companies. It found that 25 percent of… Read more 5/17/2015 - Workers missing out on employer match in 401(k) plans (The Dallas Morning News)

5/14/2015 - Saving Strategies for People Between Age 55 and Retirement (U.S. News & World Report)

The last years before retirement are also an opportunity to maximize savings. If you’re not already contributing the maximum to your 401(k) or alternative plan, that’s the place to start. Other ways to maximize tax-deferred savings are through a traditional individual retirement account, Roth IRA or health savings account. Which combination is best depends on your situation.… Read more 5/14/2015 - Saving Strategies for People Between Age 55 and Retirement (U.S. News & World Report)

5/13/2015 - Creating a Vision for Retirement (U.S. News & Report)

What is your motivation to retire? At some point, many people begin to dread going to work. A job they used to love is a job they now despise. Reasons may include the market, the economy, new regulations or stock holder expectations. Many companies do not treat their employees as well as they used to,… Read more 5/13/2015 - Creating a Vision for Retirement (U.S. News & Report)

5/14/2015 - A Call for Responsible Banking in Low-Income Neighborhoods (NPR Marketplace)

“Redlining” is when banks in lots of U.S. cities refuse to make loans or provide services in some neighborhoods—often low-income neighborhoods with high populations of immigrants and African Americans. The practice was officially ended in 1977, with a federal ban known as the Community Reinvestment Act that also encouraged banks to reinvest in poor areas.… Read more 5/14/2015 - A Call for Responsible Banking in Low-Income Neighborhoods (NPR Marketplace)

5/12/2015 - For new college grads, financial 101 advice (MarketWatch)

According to the College Board, among those graduating in 2012-13 with a bachelor’s degree from the college they started their studies at, 60% had education loans, with the amount averaging $27,300.Despite often hefty debts, college graduates are arguably wealthy, thanks to their expected lifetime income. Figured in today’s dollars, those earnings might range from an… Read more 5/12/2015 - For new college grads, financial 101 advice (MarketWatch)

5/11/2015 - Employees Want More Active Retirement Plan Sponsors (Plan Adviser)

Survey results show that 88% of employees “strongly favor” or “somewhat favor” employers that provide tools to help employees determine if they are saving the correct amount for a financially secure retirement. Not surprisingly, employees who say they favor their employers are generally likelier to stay in their current job or company. In addition, more than… Read more 5/11/2015 - Employees Want More Active Retirement Plan Sponsors (Plan Adviser)

5/10/2015 - Generation X is Better Prepared for Retirement Than Baby Boomers (Main Street)

The economic environment over the past few years forced more Gen X-ers to be prepared, said Brandon Moss, a vice president at United Capital, a Newport Beach, Calif. financial management firm. “It has almost forced us to be better savers and pay more attention to the long-term,” he said. “Gen X-ers don’t have pensions and… Read more 5/10/2015 - Generation X is Better Prepared for Retirement Than Baby Boomers (Main Street)

5/9/2015 - Americans Struggle to Sock Away Retirement Savings (USA Today)

According to a 2014 survey from the Employee Benefit Research Institute, only 64% of Americans have reported saving any money at all for retirement to supplement anticipated Social Security benefits. Those with some savings typically don’t have much. The EBRI survey found that roughly six of every 10 Americans have less than $25,000 in total retirement… Read more 5/9/2015 - Americans Struggle to Sock Away Retirement Savings (USA Today)