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Photo by 401(K) 2013

Improve your Experience Saving with a 401(k)

As you get older, you begin to realize that you wish you had done some things differently during your lifetime.  One major concern that we hear is that people wish they had planned for their retirement much earlier in life.  When you are young and busy building a career and family, the thought of retirement planning does […]

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Countess Maria Zichy, painter, 1893-1962, standing beside portrait of Benjamin Franklin

Enjoy the Benefits of Financial Planning: Live Younger Next Year

You need to plan for a 3+ decade retirement.  This generally comes as a surprise to most people the first time they hear it, but modern medicine continues to extend people’s lives well beyond what their parents experienced.   As a reminder, the average non-smoking man and woman retiring at the U.S. average retirement age of […]

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Keep Calm and Carry On

Keep Calm and Carry On is a catchphrase that originally appeared on a World War II-era British public safety poster. After one of the original posters was recovered and placed in a British bookshop in 2000, the inspirational message was shared online, sparking a series of images centered around the template “Keep Calm and X.” […]

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Retirement Paradise

Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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Beginnings and Endings

There is a natural progression for most things in life where there is a beginning and an ending.  Most phases or experiences usually have a distinct starting point and a final finish.  This also occurs with aging as the early years are categorized as infant, toddler, preschooler and so on with each phase clearly defined. But as […]

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Retirement Planning Essentials

Retirement Guide; Getting from Here to There

Free Retirement Guide; Getting from Here to There Some day you and your spouse are going to retire — and when you do, you’re going to need money! How much money will you need to retire comfortably and not outlive your assets? More than you think. Studies have shown that on average, retirees need anywhere […]

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Are you Psychologically Prepared for Retirement?

Have you done all the planning and believe your retirement is all accounted for financially? Well that is a good start.  But have you taken the time to plan how the changes will affect you psychologically when you transition into retirement? Most major life-changing events involve an ongoing process of emotional adjustment, and retirement is no exception. Retirees must face, […]

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Robert C. Merton

Robert Merton Interview – Video

This post is a video post.  The video is an interview with Robert C. Merton who is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management.  Merton received the Alfred Nobel Memorial Prize in Economic Sciences in 1997 for a new method to determine the value of derivatives.  He […]

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Meir Statman Interview: Mandatory Saving at work?

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. In this interview with Institutional Investor Journals, he discusses the recent news of a retirement crisis in […]

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Photo of Yogi Berra in his Yankee uniform

3 Essential Questions for Retirement Income Planning

What does it mean when we state that we are retirement income planners? For us it’s ensuring that all of our clients can answer the following question:  Are you going to outlive your money or is your money going to outlive you? If the answer to that question is that you are not sure (which […]

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