by test | Jul 11, 2024 | newsletter
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own...
by test | Jun 27, 2024 | newsletter
Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll...
by test | Jun 27, 2024 | newsletter
Many women have voiced their support for the reinstatement of pension programs and government assistance in lowering the cost of long-term care in retirement, given that they face a greater financial challenge. 80% of women have agreed that the U.S. is facing a...
by test | Jun 27, 2024 | newsletter
A recent study commissioned by the ALI Retirement Income Institute has revealed a stark reality: A substantial portion of America’s Baby Boomer population is ill-prepared for retirement. The study, co-authored by former U.S. Under Secretary of Commerce for Economic...
by test | Jun 27, 2024 | newsletter
Recent research conducted by Economist Impact highlights a significant discrepancy between white and Black workers’ retirement confidence. While half of white respondents feel confident about retiring by the federal retirement age, only 39% of Black survey takers...
by test | May 8, 2024 | newsletter
Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of the benefits offered by your workplace. This memo attempts to answer frequently asked questions about HSAs. What is an HSA? An HSA is a type of...
