Monthly Archives: July 2014

The Retirement Mindgame

Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? An outstanding one? A depressing one? What if it all starts with your outlook? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged on…
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Rules Changes for Retirement Plan Fiduciaries

Have you kept up with them? Have they raised new questions for you? On July 1, 2012, the Department of Labor implemented some rules changes for ERISA-covered defined benefit and defined contribution pension plans. These changes were made to improve transparency.1 Covered service providers (CSPs) must fully describe services & fees. Financial advisors, financial consultants…
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After QE3 Ends

Can stocks keep their momentum once the Federal Reserve quits easing? “Easing without end” will finally end. According to its June policy meeting minutes, the Federal Reserve plans to wrap up QE3 (Quantitative Easing) this fall. Barring economic turbulence, the central bank’s ongoing stimulus effort will conclude on schedule, with a last $15 billion cut…
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Alternative Approaches To Retirement Planning

Is the conventional wisdom for everyone? Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that case. Laurence Kotlikoff, the former White House economic advisor…
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