Showing 37 to 48 of 172 results
Early Social Security Claims Rise Amidst Financial Pressures
More Americans claim Social Security at age 62 due to financial pressures, despite higher payments from delaying; strategies like annuities, reverse mortgages, and maximizing retirement accounts can help delay claims and maximize benefits.
Early Social Security Claims Rise Amidst Financial Pressures
More Americans claim Social Security at age 62 due to financial pressures, despite higher payments from delaying; strategies like annuities, reverse mortgages, and maximizing retirement accounts can help delay claims and maximize benefits.
Progress
48% Bias Score
Retirement Savings Rates Vary Widely Based on Income
Canadians' required retirement savings rates vary dramatically (7.8% to 22.5% above CPP/QPP) based on income and age, with higher earners needing to save more due to the structure of Canada's public pension system geared towards average earners; those earning under $40,000 may need to save little to...
Retirement Savings Rates Vary Widely Based on Income
Canadians' required retirement savings rates vary dramatically (7.8% to 22.5% above CPP/QPP) based on income and age, with higher earners needing to save more due to the structure of Canada's public pension system geared towards average earners; those earning under $40,000 may need to save little to...
Progress
48% Bias Score
High Annuity Rates: Should You Buy Now or Wait?
Currently, some annuity providers offer rates exceeding 7% for 65-year-olds, a significant increase from recent historic lows; however, future rate direction remains uncertain due to fluctuating inflation and Federal Reserve policy, making timing a key decision for retirees.
High Annuity Rates: Should You Buy Now or Wait?
Currently, some annuity providers offer rates exceeding 7% for 65-year-olds, a significant increase from recent historic lows; however, future rate direction remains uncertain due to fluctuating inflation and Federal Reserve policy, making timing a key decision for retirees.
Progress
44% Bias Score
French PER Retirement Plan Benefits for 55-60 Year Olds
The French retirement savings plan (PER) offers tax advantages for those aged 55-60, allowing tax-deductible contributions and flexible investment choices, but with illiquidity until retirement except in specific cases like purchasing a primary residence.
French PER Retirement Plan Benefits for 55-60 Year Olds
The French retirement savings plan (PER) offers tax advantages for those aged 55-60, allowing tax-deductible contributions and flexible investment choices, but with illiquidity until retirement except in specific cases like purchasing a primary residence.
Progress
44% Bias Score
Values-Based Investing: Aligning Retirement with Personal Values
Values-based investing, also known as ESG investing, aligns investment strategies with personal values such as environmental protection, social justice, and ethical business practices, allowing for financial returns while supporting causes the investor cares about.
Values-Based Investing: Aligning Retirement with Personal Values
Values-based investing, also known as ESG investing, aligns investment strategies with personal values such as environmental protection, social justice, and ethical business practices, allowing for financial returns while supporting causes the investor cares about.
Progress
60% Bias Score
Closing the Retirement Gap: Systemic Barriers and Policy Solutions
Thasunda Brown Duckett, TIAA CEO, discusses systemic barriers to retirement security for low-income Americans, advocating for policy solutions like expanded access to workplace retirement plans and early financial education to close the wealth gap.
Closing the Retirement Gap: Systemic Barriers and Policy Solutions
Thasunda Brown Duckett, TIAA CEO, discusses systemic barriers to retirement security for low-income Americans, advocating for policy solutions like expanded access to workplace retirement plans and early financial education to close the wealth gap.
Progress
24% Bias Score
Long-Term Investing Outperforms Cash: A Guide to Building Wealth
Simon Lambert's This is Money investing guide explains why long-term stock market investment, even with small monthly contributions (£1+), significantly outperforms cash savings due to compounding, offering higher average annual returns above inflation (e.g., 4.8% UK, 6.7% US) and building substanti...
Long-Term Investing Outperforms Cash: A Guide to Building Wealth
Simon Lambert's This is Money investing guide explains why long-term stock market investment, even with small monthly contributions (£1+), significantly outperforms cash savings due to compounding, offering higher average annual returns above inflation (e.g., 4.8% UK, 6.7% US) and building substanti...
Progress
48% Bias Score
Retirement Planning: Vision and Mental Time Travel Key to Success
Harvard and Indiana University researchers' studies reveal that a clear vision of retirement and connecting with one's future self are key to retirement success, significantly impacting happiness and savings; a mental time travel technique boosts long-term savings by 14% in one study.
Retirement Planning: Vision and Mental Time Travel Key to Success
Harvard and Indiana University researchers' studies reveal that a clear vision of retirement and connecting with one's future self are key to retirement success, significantly impacting happiness and savings; a mental time travel technique boosts long-term savings by 14% in one study.
Progress
40% Bias Score
Annuities' Rise in Popularity Amid Retirement Security Concerns
Annuities, offering guaranteed income streams, are growing in popularity as retirement security concerns rise; however, potential risks such as surrender charges, market volatility for variable annuities, inflation erosion, and insurer insolvency need careful consideration before investing.
Annuities' Rise in Popularity Amid Retirement Security Concerns
Annuities, offering guaranteed income streams, are growing in popularity as retirement security concerns rise; however, potential risks such as surrender charges, market volatility for variable annuities, inflation erosion, and insurer insolvency need careful consideration before investing.
Progress
48% Bias Score
High-Dividend Investment Strategy in a High-Inflation Environment
A 66-year-old DIY investor details their portfolio strategy focused on high-dividend yielding stocks and funds like Tufton Assets (SHPP), Greencoat UK Wind (UKW), and McDonald's (MCD), emphasizing the importance of dividend income in a high-inflation environment, while acknowledging the risks of low...
High-Dividend Investment Strategy in a High-Inflation Environment
A 66-year-old DIY investor details their portfolio strategy focused on high-dividend yielding stocks and funds like Tufton Assets (SHPP), Greencoat UK Wind (UKW), and McDonald's (MCD), emphasizing the importance of dividend income in a high-inflation environment, while acknowledging the risks of low...
Progress
44% Bias Score
Client Concerns Rise as Most Financial Advisors Lack Succession Plans
A survey reveals that 91% of clients want their financial advisors to have succession plans, but 80% of advisors lack them, potentially affecting $400-$500 billion in assets as baby boomer advisors retire.
Client Concerns Rise as Most Financial Advisors Lack Succession Plans
A survey reveals that 91% of clients want their financial advisors to have succession plans, but 80% of advisors lack them, potentially affecting $400-$500 billion in assets as baby boomer advisors retire.
Progress
40% Bias Score
Deferred Compensation Plans: Tax Advantages and Risks
Ashley Cline, an associate wealth advisor, explains how deferred compensation plans, especially non-qualified plans for executives, offer tax advantages and long-term wealth-building but carry risks related to employer financial stability and limited investment options.
Deferred Compensation Plans: Tax Advantages and Risks
Ashley Cline, an associate wealth advisor, explains how deferred compensation plans, especially non-qualified plans for executives, offer tax advantages and long-term wealth-building but carry risks related to employer financial stability and limited investment options.
Progress
36% Bias Score
Showing 37 to 48 of 172 results