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5/27/2015 - From Success to Significance: A Legacy of Purpose for Longer Lives

by on April 27, 2015 4:51 pm
Longer life means more time for family, friends and leisure, but the opportunities to make a difference in the world are bigger than that. For those fortunate to have the talent, perspective and the commitment to seize the day and act, longer life means the possibility to reinvent and re-imagine life, find new purpose and… Read more 5/27/2015 - From Success to Significance: A Legacy of Purpose for Longer Lives
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4/26/2015 - Make way for the millennials, America's economic force of the future (The Dallas Morning News)

by on April 26, 2015 5:57 pm
The roughly 74 million millennials, including 6.3 million in Texas, will have a profound economic effect as more baby boomers retire. They’ll spend more money on new technology, they’ll start the next Google, and they’ll become the main breadwinners for their families.But some of their distinct characteristics may delay their full impact. Millennials — also… Read more 4/26/2015 - Make way for the millennials, America's economic force of the future (The Dallas Morning News)
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4/26/2015 - Plan on not working past 65 (USA Today)

by on April 26, 2015 5:53 pm
Plan on working past age 65? If so, you better have a backup plan. Consider: More than one in three workers (36%) say they plan to retire after age 65, according to a study conducted by Greenwald & Associations and published this week by the Employee Benefit Research Institute (EBRI). And that figure is up threefold from 1991, when… Read more 4/26/2015 - Plan on not working past 65 (USA Today)
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4/26/2015 - Parents and Millennials Agree: Best to Save Early (USA Today)

by on April 26, 2015 5:47 pm
Parents and their kids don’t always see eye to eye. But a new survey says both agree that advice to start saving as soon as possible is the most critical financial tip parents have given their Millennial offspring.That’s according to a USA TODAY/Bank of America Better Money Habits survey of 1,000 Millennials, 18-34, and 1,005… Read more 4/26/2015 - Parents and Millennials Agree: Best to Save Early (USA Today)

4/25/2015 - 5 things you need to have a successful retirement (MarketWatch)

by on April 25, 2015 5:52 pm
You’re either part of the 58% of workers who are at least reasonably confident about having enough money for retirement, or you’re in the parts of the populace that are significantly more nervous about their future. You either have a financial plan, which is boosting your confidence, or you lack a plan, which is holding… Read more 4/25/2015 - 5 things you need to have a successful retirement (MarketWatch)
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4/24/2015 - What Sweden and Japan Can Teach the U.S. About Its Aging Workforce

by on April 24, 2015 5:06 pm
Around the globe many countries are facing a similar question: how to cope with a population where older residents will soon outnumber those who are typically considered working age, and what to do about elderly citizens who may not have enough money to make ends meet for the duration of their lives. One of the… Read more 4/24/2015 - What Sweden and Japan Can Teach the U.S. About Its Aging Workforce

4/23/2015 - High morale linked to longer survival among elderly

by on April 23, 2015 6:15 pm
Whether it is cause or effect is unclear, but high morale seems to go along with a longer life, according to a new Scandinavian study. Read the full article at Reuters.

4/23/2015 - Many Millennials on Track for a Secure Retirement (ThinkAdvisor)

by on April 23, 2015 4:03 pm
“There are some encouraging signs that millennials are saving at an appropriate rate,” said Ed Farrington, executive vice president, Retirement and Business Development at Natixis, which recently published the results of its Global Retirement Security Index. Natixis surveyed approximately 1,000 individuals for its recent study, including pre-retirees, Gen-Xers, and millennials. As part of the survey,… Read more 4/23/2015 - Many Millennials on Track for a Secure Retirement (ThinkAdvisor)

4/21/2015 - Retirement Planning Should Consider the Unexpected (PlanAdviser)

by on April 22, 2015 6:32 pm
Sixteen percent of workers in the 2015 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) say the age at which they expect to retire has changed in the past year, and of those, the large majority (81%) report their expected retirement age has increased. Just 9% of workers say they plan to… Read more 4/21/2015 - Retirement Planning Should Consider the Unexpected (PlanAdviser)

4/22/2015 - Pensioners risk overestimating Social Security benefits (Reuters)

by on April 22, 2015 6:13 pm
Some U.S. workers who have paid into the Social Security system are in for a rude awakening when the checks start coming: Their benefits could be chopped up to $413 per month.That is the maximum potential cut for 2015 stemming from the Windfall Elimination Provision (WEP), a little-understood rule that was signed into law in… Read more 4/22/2015 - Pensioners risk overestimating Social Security benefits (Reuters)