Tags » 401(k)

Social Security shortfall? Most 18-49-year-olds believe it will happen to them.

That’s among the findings in the 3rd Quarter Wells Fargo/Gallup Investor and Retirement Optimism Index survey: “A little more than a third (38%) of investors between the ages 18 to 49 believe they will get most or all of the benefits due to them under the current system.” 211 more words

Social Security

Employee Meetings? Make like a banana, and split

The calendar year-end is quickly approaching and for many it brings benefit enrollments…and a lot of employee meetings.  Here’s an easy tip to make your benefit meetings more effective, and it comes from my experience many years ago as a teacher. 213 more words


While the idea of retirement has changed, certain financial assumptions haven’t. THE 2 Biggest retirement misconceptions. By John Jastremski

While the idea of retirement has changed, certain financial assumptions haven’t.

THE 2 Biggest retirement misconceptions



We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. 990 more words

Age Penalties

A Simple Choice

Taking the Guesswork Out of the SIMPLE v. 401(k) Decision

October 1 is an important deadline for SIMPLE IRAs and Safe Harbor 401(k) plans alike as it happens to be the last day of the year these plans may be established for the calendar year. 407 more words


Very Costly Mistake: Out-of-Date Beneficiary Designations

If you have a will, have you looked at in the past couple of years and updated if necessary?

That’s important, but don’t assume that it’s enough to ensure that all your wishes are carried out in the event of your demise. 869 more words


Get The Perfect Retirement Account

We save money for our old age. As we will grow, we look forward for a future, which has everything, which we have planned. Several people in the world keep on saving some amount of money from the first day of their job. 464 more words

Money Management

Best Retirement Savings Plans to Consider

There are a variety of retirement savings and investment plans available today.

If you work for a company that offers a 401(k) retirement plan then you should consider it strongly as your first choice for retirement savings. 409 more words