Tag Archives: Retirement Plan
What We Worry About: Top Three Financial Worries People Have
The number one worry is unlikely to surprise anyone reading this blog, and that is retirement. According to a recent Gallup poll, “A firm majority of Americans, 59%, are worried about not having enough money for retirement, surpassing eight other financial matters.” … Continue reading
What is a Garrett Planner?
Financial planners who are members of the Garrett Planning Network are sometimes referred to as “Garrett Planners.” But, other than the obvious membership affiliation, what does that mean? The short answer Here is what every Garrett Planner has in common: … Continue reading
Exercise At Retirement Increases Rate Of Healthy Aging Up To Sevenfold
It’s never too late to get physically fit, even for those in later life. It seems like Financial Advisors, us included, are always talking about financial planning, retirement planning, investing, economics, etc. We thought it would be refreshing to talk about … Continue reading
People Make Better Decisions With Financial Advisors
A recent article in Investment News by Liz Skinner quoted Robert Shiller, a well-known Yale Economist and Nobel Laureate, as saying “Everyone needs an advisor.” He stated “lack of good financial advice was one of the problems that led to … Continue reading
Small Business Owners Face A Retirement Crisis
As an owner of a small business, I appreciate all the pressures entrepreneurs are under. A recent article in Businessweek observes that the self-employed save very erratically. We have written recently that only 71% of Americans have a written Retirement Plan, and … Continue reading
71% of Middle-Income People Don’t Have a Written Retirement Plan
Last week we wrote about the majority of 401 (k) participants accumulating more debt than retirement savings. According to a recent survey done for Wells Fargo, only 29% of middle-income people have a written retirement plan. This is even with the … Continue reading
60% Of 401(k) Participants Accumulated More Debt Than Retirement Savings
According to a recent article in Zero Hedge, 60% of 401 (k) participants accumulated more debt than retirement savings between 2010 and 2011. This is even with the average plan participant deferring 8% of their annual income through their 401 … Continue reading
Financial Freedom Planners 