Archive for the ‘Retirement’ Category

Retirement Planning Beyond Finances: Are You Emotionally Ready for Retirement?

Posted in Community,Retirement
April 30th, 2015 at 9:00 am by Ally

What do you picture when you imagine your retirement? Maybe you haven’t given it much thought beyond the aspect of solidifying your finances. Or perhaps you have a long list of interests and goals you plan to tackle once you leave the working world. Retirement is the beginning of a new chapter of life and… read more

Updating Financial Advisor Standards

Posted in Community,Financial News,Retirement
April 23rd, 2015 at 9:00 am by Ally

Is your financial professional putting your needs first? In the financial services industry, there’s no shortage of people calling themselves financial advisors. Unfortunately, anyone can call themselves a financial advisor, which can be highly misleading and confusing. According to AARP, there are more than 400,000 people in the U.S. that call themselves financial advisors –… read more

Ready, Set, Retire: Holistic Money Management

Posted in Community,Retirement
March 12th, 2015 at 9:00 am by Ally

Taking a holistic view of your finances as you enter retirement is an ongoing process. Managing your wealth involves careful consideration and planning of debt management, investing strategy and making your portfolio last. Greg McBride of Bankrate.com provides some money management guidance. Other Articles You Might Like: Ready, Set, Retire: Boost Your Savings Ready, Set,… read more

Ready, Set, Retire: Boost Your Savings

Posted in Community,Retirement
February 27th, 2015 at 9:00 am by Ally

The biggest threat retirees face is outliving their nest egg. While boosting your contributions and supplementing your retirement income are two great ways to avoid running out of money, it’s also important to manage account fees and investment risk. Greg McBride of Bankrate.com explains the small tweaks needed to maximize your retirement income. Other Articles… read more

How Studebaker Shaped the IRA

Posted in Community,Infographics,Retirement
February 26th, 2015 at 9:00 am by Ally

2015 marks the 40th birthday of the Individual Retirement Account (IRA). Born under the Employee Retirement Income Security Act (ERISA) of 1974, Congress introduced this new type of retirement plan in response to private pension breakdowns – most notably that of car manufacturer Studebaker-Packard. In 1963, Studebaker-Packard filed for bankruptcy and couldn’t afford to pay out… read more

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