Retirement Planning

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Obama’s Lame Broker Reform

Submitted by Phillip Shrotman on Friday, March 27, 2015 - 9:00am

President Barack Obama wants to crack down on advisors who get commissions for selling retirement plans. On the surface, his goal seems noble. But it ignores reality, targeting the wrong people and misunderstanding the problem he perceives.

Mid-Career Financial Checklist

Submitted by Gary Brooks on Monday, March 23, 2015 - 3:00pm

As you progress in your career, earn more and have more control over your budget, it’s time to examine your finances carefully. Here is a checklist of questions you should ask yourself during this critical time when you can shape your financial future for the rest of your life.

Gen Y: Math of Early Saving

Submitted by Mary Beth Storjohann on Thursday, March 19, 2015 - 12:00pm

If you were born between 1980 and 2000 and are part of Generation Y, have you started saving for retirement? Think you’ll be fine if you start tomorrow? Plenty of time to worry about this later, right? Wrong: Just look at the math.

Suspending Social Security

Submitted by Jim Blankenship on Friday, March 13, 2015 - 12:00pm

If you already started Social Security benefits, can you change your mind? Yes. With a little trick called “file and suspend,” you can put your benefits on hold and restart them later to maximize retirement income.

Young Pros: Plan for Future

Submitted by Taylor Schulte on Friday, March 6, 2015 - 3:00pm

Even as steady paychecks begin to roll in, young adults face a tough road: a volatile and inherently chancy savings vehicle in investments and a retirement that, although far off, will likely cost an unprecedented fortune. What can you do if you’re just starting out?

$ Tips for the Rest of 2015

Submitted by Barry Glassman on Wednesday, March 4, 2015 - 3:00pm

You started this year off with grand resolutions and intentions, but the demands of everyday life got in the way or your financial plans just became overwhelming. Try tackling big goals in more manageable, bite-sized pieces, such as one a month.

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