This mornings Wall Street Journal Sunday had a compelling yet alarming article ‘Do You Have Enough to Retire? Do the Math‘ that highlights the lack of a retirement portfolio strategy for many of the 80 million baby boomers.
“Just how much are you going to need in order to retire comfortably?” the article challenges each of us [...]
Category Archives: Financial & Retirement Planning
How Much Is Needed to Comfortably Retire? Plan Your Retirement Portfolio Strategy Now
Sunday, March 21, 2010
Retirement Portfolios Underfunded, Study Reveals — Time to Start Saving
Tuesday, March 16, 2010
A recent study released by ratelines.com reveals that most Americans retirement portfolios are underfunded, resulting in many being unprepared for retirement. ”Of the 1,153 workers surveyed, 43% have less than $10,000 set aside in their savings accounts for retirement. Approximately 27% of the workforce have less than $1,000 saved. Both percentages have increased since 2009 reports.” Though the [...]
Resurrecting a Retirement Portfolio — Good Advice and A Warm Glass of Milk
Friday, March 12, 2010
Has your retirement portfolio – or lack there of- got you up at night? If so, consider reading an excellent round-up article by Jan Rosen of the New York Times ‘Now Is A Perfect Time to Reconstruct A Nest Egg‘ that provides an excellent primer on IRA investing. Even though many investors have been hit [...]
Watch Out For Unnecessary Fees In Your IRA
Friday, March 12, 2010
Despite the fact that money is not everything, we all want to reach retirement healthy and financially stable, highlighting the importance of maximizing one’s IRA . The last few years has definitely shaken that ideal at the core, making it a bit harder for one to believe they will retire as once imagined. This reality [...]
Avoiding Mutual Funds Fees and Retire Earlier
Tuesday, March 9, 2010
The more you read, the more you will uncover the ongoing discussion of how mutual funds are being challenged to reveal the true costs of investing in them. As an article I recently ran across by Ruthie Ackerman demonstrates, “Ask a broker why 12b-1 fees exist and you’ll get a variety of answers. The fees [...]
An Option for Those Uncomfortable With Stock Picking
Sunday, February 28, 2010
According to a recent survey by AXA Equitable Life Insurance Company, preliminary findings indicate fewer than two in 10 Americans are confident of their ability to invest in the stock market, although 60 percent still believe equities are important in a portfolio.
With such a huge gap between those feeling comfortable investing in stocks themselves and [...]
