Category: Financial -Landing 2012
12/10/12 - New Generational Study on Employee Financial Issues (Financial Finesse)
by borges on December 10, 2012 5:11 pm
The firm studied the distinct financial issues, priorities, and vulnerabilities of Millennials, Generation X, Late Baby Boomers, and Early Baby Boomers, with a focus on strengths, weaknesses, opportunities, and threats each generation faces, as well as their distinct financial education and planning needs. Read the full article at Financial Finesse.
12/7/12 - Investment Company Institute: U.S. Retirement System Is a Success (Plansponsor.com)
by borges on December 10, 2012 5:08 pm
The U.S. retirement system successfully provided adequate retirement resources and successive generations of retirees have been better off, ICI research found. The Investment Company Institute (ICI) paper, “The Success of the U.S. Retirement System,” points out most households maintain their standard of living when they retire, and concludes that, on average, more recent retirees have higher… Read more 12/7/12 - Investment Company Institute: U.S. Retirement System Is a Success (Plansponsor.com)
12/5/2012 – Know What You’ll Look Like in 30 Years – Maybe Then You’ll Max Out Your 401(k)
by admin on December 5, 2012 6:43 pm
Don’t think you’ll ever get old? Keith Richards probably didn’t either. But at least he had a retirement plan. Chances are good, however, that you’re not saving enough for your retirement. To convince you to sock away enough gold for your golden years, Merrill Edge has launched an online magic mirror to remind you that… Read more 12/5/2012 – Know What You’ll Look Like in 30 Years – Maybe Then You’ll Max Out Your 401(k)
12/4/12 – 11 Shocking, True Facts About Simpson-Bowles
by admin on December 4, 2012 6:45 pm
An important fact to keep in mind in the coming days: “The Bowles plan” that Speaker John Boehner endorsed is not the same as “the Simpson-Bowles plan.” Indeed, it’s not even the plan supported by its apparent namesake, Erskine Bowles, who insists that he was simply sketching out the evident middle ground between the members of… Read more 12/4/12 – 11 Shocking, True Facts About Simpson-Bowles
11/26/12 – Study Questions Tax Breaks’ Effect on Retirement Savings
by admin on November 27, 2012 12:19 am
Every year, the government spends more than $100 billion on tax breaks to encourage Americans to save more for retirement. But a new study suggests such provisions may have little effect on the amount Americans save. The finding has particular relevance as Congress looks for ways to raise revenue by reducing tax breaks as part… Read more 11/26/12 – Study Questions Tax Breaks’ Effect on Retirement Savings
11/20/12 – Does Having a ‘Seasoned’ Staff Pay Off?
by admin on November 27, 2012 12:17 am
Delaying your retirement for a few years can do a lot to shore up your financial health – you can sock away a few more years of savings while increasing the size of your eventual Social Security check. But your desire to extend your career may not match up with your employer’s plans. Compared to… Read more 11/20/12 – Does Having a ‘Seasoned’ Staff Pay Off?
11/20/12 – Financial Education Strategies Need Work
by admin on November 21, 2012 6:59 pm
In a September paper distributed by the National Bureau of Economic Research, Professor Brigitte Madrian and her co-authors reviewed the current state of U.S. financial education. In an interview, Madrian, a professor in Harvard University’s John F. Kennedy School of Government, provided some fresh insights into education, regulation, and the role of the financial industry.… Read more 11/20/12 – Financial Education Strategies Need Work
11/19/12 - Parents and Adult Children Not in Sync as Many Families Still Struggle with Financial Conversations
by admin on November 19, 2012 9:35 pm
Fidelity Investments today released the results of its first-ever Intra-Family Generational Finance Study, which shows adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies. The study analyzed levels of disagreement and miscommunication between parents and their adult children on a… Read more 11/19/12 - Parents and Adult Children Not in Sync as Many Families Still Struggle with Financial Conversations
11/8/12 – 401(k) Balances Hit Record High
by admin on November 8, 2012 6:38 pm
401(k) balances are hitting record highs as employees stash away bigger shares of their salaries and companies ramp up contributions. The average 40(k) balance climbed to $75,900 at the end of the third quarter, according to Fidelity Investments, the biggest 401(k) provider in the country. That’s the highest level the firm has seen since it… Read more 11/8/12 – 401(k) Balances Hit Record High
11/1/12 – Center for Retirement Research Updates National Retirement Risk Index
by admin on November 1, 2012 6:41 pm
The brief’s key findings are: The National Retirement Risk Index (NRRI), based on newly released Survey of Consumer Finances data, shows that over half of households may be unable to maintain their standard of living in retirement. Between 2007 and 2010, the NRRI jumped by 9 percentage points due to: the bursting of the housing… Read more 11/1/12 – Center for Retirement Research Updates National Retirement Risk Index
FOLLOW THE DISCUSSION
 |
 |
 |
 |
 |
FOLLOW THE DISCUSSION
|
|
|
|
|
