These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement …
Lump-Sum vs. Monthly Pension
Weigh the tradeoffs before you make your decision. Lifelong income or one large payment? Companies that sponsor traditional pension plans are starting to offer their workers this retirement choice. It’s …
How Inflation Threatens Retirees
Its effect is subtle, yet significant. Even mild inflation eventually reduces the value of a dollar. If consumer prices rise just 2% a year for the next 25 years, $50,000 …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This is in theory is a good thing, as financial advisors …