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4/20/2015 - 5 Vital Questions To Ask Before Retirement (Forbes)

Retirement is one of the biggest life changes you ever make. Think through all the smaller changes also likely to happen to you. Be prepared before the big day comes. What is next? You spent your entire adult life working. Now it’s time to move from your job into retirement. Better first define what “retirement”… Read more 4/20/2015 - 5 Vital Questions To Ask Before Retirement (Forbes)

4/20/2015 - To Help Mom and Dad Avoid Financial Scams, Just Talk to Them (NBC News)

The elderly are vulnerable in many ways, but financial fraud is one of the more pernicious. About 1 in 8 of the cases reported to the National Center on Elder Abuse relates to finances, and the average fraud takes$30,000 out of a senior’s pocket. Like other types of abuse, most elder financial fraud happens in the… Read more 4/20/2015 - To Help Mom and Dad Avoid Financial Scams, Just Talk to Them (NBC News)

4/20/2015 - U.S. Parents' College Funding Worries are Top Money Concern (Gallup)

More U.S. parents worry about having enough money to pay for their children’s college education than other Americans worry about any common financial concerns. The 73% of parents of children younger than 18 who worry about funding college tops the 70% of lower-income Americans who worry about having enough money to pay for medical costs… Read more 4/20/2015 - U.S. Parents' College Funding Worries are Top Money Concern (Gallup)

4/17/2015 - Rules to Make Retirement Investing Safer (The New York Times)

In a giant step forward for investor protection, the Department of Labor proposed new rules this week to ensure that financial advisers act solely in their clients’ best interests when giving advice and selling products for retirement accounts. The new standard of fiduciary duty would bar stockbrokers, insurance agents and other financial professionals from increasing their pay… Read more 4/17/2015 - Rules to Make Retirement Investing Safer (The New York Times)

4/16/2015 - At what age can you really retire? (CNBC)

Nearly three out of 10 workers expect to retire before they’re 65, according the Employee Benefit Research Institute. Unfortunately, many Americans are financially unprepared to retire at all. A new survey finds 40 percent of baby boomers have nothing saved for retirement and 21 percent have less than $100,000 saved. You don’t want to just leave your retirement… Read more 4/16/2015 - At what age can you really retire? (CNBC)

4/15/2015 - New Proposed Rules for Retirement Investments (Marketplace)

Federal regulators are proposing new rules to protect retirement savings. As part of Obama’s stated plan to bolster the middle class, the Labor Department proposed changes to the Employee Retirement Income Security Act.The rules are designed to protect retirees from investment brokers who put their own financial interests above their clients and eliminate conflicts of… Read more 4/15/2015 - New Proposed Rules for Retirement Investments (Marketplace)

4/14/2015 - Some retirees say: "Retire as soon as you can" (CBS Moneywatch)

Retire early if you can afford it — you’re the healthiest and most active you’re going to be and can still enjoy life. That’s the message from a survey of recent retireesconducted by New York Life Insurance Co., which found 46 percent of retired men and women reported if they could do it over, they would… Read more 4/14/2015 - Some retirees say: "Retire as soon as you can" (CBS Moneywatch)

4/13/2015- How to create tax-efficient income in retirement (USA Today)

It’s not what you earn, but — as the old adage goes — what you keep. And that’s an especially important phrase to live by in retirement. During your golden years, when income might be scarce, you ought to draw money from your various investment accounts in the most tax-efficient manner possible. Otherwise, you risk… Read more 4/13/2015- How to create tax-efficient income in retirement (USA Today)

4/11/2015 - For Millennials Goal is Financial Freedom (USA Today)

When it comes to mapping out financial futures, some financial planners are finding that Millennials prefer to work with those who understand their generation. They are a group that is likely to have several jobs over the course of a lifetime, may decide to rent rather than own, and is used to being able to… Read more 4/11/2015 - For Millennials Goal is Financial Freedom (USA Today)

4/10/2015 - When I'm 64, or Maybe 63? Public Views about the Retirement Age (Huffington Post)

While in recent years public controversy about retirement age has centered around how long workers need to stay in the workforce to ensure financial stability in retirement, in earlier decades the contentious issue was mandatory retirement — forcing workers to retire before they wished to. In 1955, Gallup asked if it was a good idea… Read more 4/10/2015 - When I'm 64, or Maybe 63? Public Views about the Retirement Age (Huffington Post)