Archive for the ‘Retirement’ Category

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

A Happy Retirement is a Healthy Retirement

Posted in Community,Retirement
January 14th, 2015 at 9:00 am by Ally

There’s nothing more important than good health. In fact, 81% of retirees say that health is the number one ingredient in a happy retirement, according to a recent study conducted by Merrill Lynch in collaboration with consulting and research firm Age Wave. Retirement is a life-long process – the daily choices you make before and… read more

Ready, Set, Retire: Retiring as a Couple

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Retirement can oftentimes change the dynamic of a relationship. Couples who are transitioning into retirement can prepare for this new life stage by considering the various opportunities and challenges that come with it. Kevin McCormally of Kiplinger explains more about the importance of communication before and during retirement.

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