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Found 71 Articles.
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Protecting Seniors from Wall Street

July 12, 2013

Since the Federal Reserve adopted its zero interest rate policy, post-career Americans have been searching for different ways to earn higher income on their investments. Wall Street responded with a range of new investment products. The questions are: Do the people buying these investments fully understand them, and are the investments appropriate for the buyers? […]

Miscalculating Retirement Needs

May 29, 2013

Most people report that they are financially prepared for retirement, yet most economists and financial advisors say they aren’t. Why the discrepancy? A recent poll from Charles Schwab & Co. has a clue. Schwab polled wealthy workers and found that 80% of those making $115,000 annually believe that in retirement they’ll spend only $66,000 annually. […]

Retirement Isn’t All About Money

April 18, 2013

Long-time readers of Retirement Watch know this. It’s always helpful to be reminded that finances should be only a small part of your retirement planning. You have to find ways to fill all the time you used to spend working. The money part is to enable you to spend time in ways that you’ll enjoy […]

Even CFOs are Worried About Retirement

April 1, 2013

It’s no secret that Americans in general are worried about having enough money to retire and are planning to delay retirement beyond what they were thinking a few years ago. But it’s something of a surprise that Chief Financial Officers at 1,400 U.S. companies are delaying retirement and often have no idea when they’ll retire, […]

A Depressing Look at U.S. Retirement

March 20, 2013

Americans have less and less confidence that they will be able to fund a comfortable retirement, according to the latest annual Retirement Confidence Survey by the  Employee Benefit Research Institute. (See some media coverage here.) For many years, the survey indicated that Americans were very confident of having comfortable retirements but pointed out that most […]

The Positive Side of the Boomers’ Retirement

March 11, 2013

Most of the financial media is filled with articles about how poorly prepared the Baby Boomers are prepared for retirement. Here’s a different take. It cites several studies that crunched the data and concluded that the early Baby Boomers are in pretty good shape. They had significant home equity before the housing crash (because they […]

Retirement Breaks for Entrepreneurs

February 22, 2013

When your business is doing well, one way to save taxes at the last minute is to set up a retirement plan and make a deductible contribution. Often you can make the contribution after the year is over. There is a wide array of retirement plan options available to the self-employed. The trick is to […]

Trouble for Baby Boomers Retirees

February 19, 2013

Each generation in the U.S. has a higher standard of living than the previous generation. It isn’t always true from family to family, but as a nation that’s been the case. That trend is about to stop, according to a number of studies reviewed by The Washington Post. For many years there has been concern […]


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