August 13, 2014 — Matt Brown
I attended a brief seminar last week that featured a former Department of Labor investigator. As current trends in the qualified retirement plan area were...
August 8, 2014 — Matt Brown
A look back reveals how far we have come since 2008 – consider these eight event-driven headlines that were seen in the 4th quarter of...
July 23, 2014 — Matt Brown
According to the Population Reference Bureau, 76.4 million Americans were born in the period 1946–1966. For retirement, a majority of these Baby Boomers must rely...
July 21, 2014 — Matt Brown
From time to time concerned parents share that they don’t want to save toward college in a tax-free 529 savings plan because they don’t want...
July 16, 2014 — Randy Mascagni
In a recent national retirement plan survey conducted by Matthey Greenwald & Associates of Washington, D.C., employer retirement plan participants shared some interesting facts. Here...
July 11, 2014 — Matt Brown
The summer months typically include vacation, a little time off from work, or hopefully some time to just relax. You can use these moments to...
June 23, 2014 — Randy Mascagni
This is a question many people are struggling with today. And in terms of making the key decision, surveys show many Americans today don’t understand...
June 17, 2014 — Matt Brown
There are a lot of factors to consider when it comes to retirement planning. If you’ve ever plugged in assumptions on a retirement calculator to...
June 13, 2014 — Matt Brown
In May we blogged about your retirement income stream, specifically the potential benefits of delaying your Social Security if you are able to do so. ...
May 29, 2014 — Randy Mascagni
A common mistake by retirees is to underestimate their costs of Medicare, Medicare supplements, and out-of-pocket medical expenses. For instance, it’s not uncommon for a...