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When Two Policies Collide — What Should 401(k) Plan Sponsors Do About Retirees?

A quick read of the recent Department of Labor DOL fiduciary rules would lead one to believe that the department is against people rolling their money out of a company 401 k when they retire or leave the company A deeper read into the rules reveals that they want retirees to be...
Posted On 26 Apr 2017

5 of the Biggest Retirement Mistakes People Make

By Mark Silverman, CFP® Our clients want to be assured they will be able to achieve their retirement goals. One important part of that process is knowing what not to do. I’ve compiled a list of the top 10 mistakes people have made as they approach retirement. To start, we’ll look...
Posted On 25 Apr 2017

When Not to Roll Over a 401(k) to an IRA

When leaving your job the conventional wisdom has long been to take your 401 k money with you by rolling it into an IRA And 95 of the time that s the way to go says Evan Beach a certified financial planner for Campbell Wealth Management in Alexandria Va But in some cases taking Source
Posted On 24 Apr 2017

6 Steps To Get The Most Out Of Your 401(k) Retirement Plan

When it comes to retirement benefits for workers USAA evidently merits a gold star The financial services firm matches employees contributions to their 401 k plan account dollar for dollar up to 8 of their pay each pay period In addition USAA each year makes a contribution to Source
Posted On 24 Apr 2017

Financial Literacy Month: 6 Tips For Saving More, Spending Smarter

Are your retirement accounts too big Of course the answer is no There is no such thing as having too much money By the same token there s no such thing as having too much control over your spending and you can never plan too well for the future So if you want a bigger retirement Source
Posted On 24 Apr 2017

The Most Stressful Financial Decisions Youll Ever Make – And What to Consider

Dealing with money can be stressful. In fact, the level of stress surrounding finances can be so debilitating for almost one in four Americans that they suffer from symptoms similar to post-traumatic stress disorder, according to a study by financial wellness company Payoff....
Posted On 24 Apr 2017

Why Your Social Security Benefits May Be Smaller

You follow the rules as best you can and figure you ll get what you re entitled to when you finally claim Social Security But with this program timing is everything At best you ll have to wait at least a month after you file to get any benefit and you may have to wait almost a Source
Posted On 24 Apr 2017

Dear Baby Boomer: Retirement Is This Close, and You Need to Deal With a Few Issues

I know you re ready You re so close to retirement you can taste the cool beverages on the beach and feel the sand between your toes I know you re ready You re so close to retirement you can taste the cool beverages on the beach and feel the sand between your toes SEE ALSO Don t...
Posted On 21 Apr 2017

Dont Let Long-Term Care Costs Devastate Your Retirement

Thanks to advancements in medical technology Baby Boomers now entering retirement can expect to live another 20 or 30 years Maybe longer Thanks to advancements in medical technology Baby Boomers now entering retirement can expect to live another 20 or 30 years Maybe longer SEE...
Posted On 21 Apr 2017

How to Claim Social Security Survivor Benefits

My husband and I were both receiving Social Security benefits when he died recently Do I need to apply for survivor benefits or will I get them automatically N D DallasMy husband and I were both receiving Social Security benefits when he died recently Do I need to apply for Source
Posted On 21 Apr 2017