Philadelphia Residents Contributing Least Towards Retirement Benefits
A new research has revealed that most of the Philadelphia residents save less towards their retirement benefits when compared to other Americans.
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Finding Financial Advisors for Federal Employees by Nelson Secretario
Nelson Secretario explains the importance of finding a Financial Advisor that knows about Federal Employees and their retirement benefits.
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Obama Wants Better Retirement Benefits Plans for Americans
A rule has been introduced by the Obama Government to ensure that the financial advisors don’t cheat people in the name of retirement benefits plans.
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New Retirement Saving Tool that can Improve Your Retirement Benefits
People planning for retirement can use a financial wellness tool to get an idea of whether they are saving enough for their retirement benefits.
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How the retirement gap can be closed by help from small businesses
The retirement gap has been inhabiting our country for quite some time now. There are some solutions in this regard and the multiple employer plans might help us in this regard. Closing the retirement gap possible? In this regard, there is always space for putting some background information in: It’s not news for anybody that
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Over 40 Million Americans Regret not saving earlier for Retirement Benefits
A survey has revealed that many Americans regret that they didn’t start saving for retirement benefits earlier and not having enough for emergencies.
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Investment Fees Cutting Down on Retirement benefits of the Millennials
A recent analysis has revealed the flip side of millennials investing in retirement benefits funds at an earlier age. They pay more investment fee.
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What the new fiduciary rule has in store for you
The Department of Labor presented a new rule this past week that will require financial advisors who are handling retirement accounts to begin acting as fiduciaries. This fiduciary rule will imply that the needs and interests of the clients, be given first priority. What The Fiduciary Rule Means To You There are some questions though
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Receive a Passing Grade For Retirement
Each of us should have a Retirement Planning Report Card with the expectation of doing well pretty much like when we were kids in school.
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Living Trusts for Federal Employees
Living Trusts are generally set up by an estate attorney while you are alive. Testamentary trusts are created after death.
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Planning To Retire In One Year
When you get within one year of eligibility for retirement it would be prudent to:
Confirm when you will be eligible to get a retirement benefit;
Speak with a qualified financial professional…
Do You Have a Federal Retirement Individual Action Plan
Building your Federal Retirement Individual Action Plan (IAP) starts first with building your Financial Plan – the key element to your retirement future. In order to achieve our collective goal of retiring with comfort and security, we must underscore the inescapable urgency of identifying and setting goals. Without setting SMART goals we cannot develop a workable
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Statements to Answer and Get You Thinking
Sometime we need a little nudge, some motivation to get our engines pointed towards painting a picture of our retirement future.
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Federal Employees and Financial Planning
A financial plan helps to identify what we want, how to get it and how to keep it. The financial plan drives the entire process and is the determing factor as to whether you successfully reach your retirements goals.
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Financial Planning – You Know More Than You Think
You see you have already been involved in financial planning and managing your money. The question is have you planned and managed your resources well enough to live your vision in retirement.
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What is the Difference Between a Broker and an RIA?
A Registered Investment Advisor (RIA) is required by law to not only give you suitable advice or recommendations, but must act with a tremendous amount of fiduciary responsibility. Both are regulated by the Securities Exchange Act of 1934 but to different degrees or operating parameters.
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Determining If A Trust Is Right For You
It seems to be the general concensus that a Last Will and Testament is an essential part of a good estate plan but Living Trusts are not as widely used nor understood.
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How To Choose a Financial Professional to Handle Your Affairs
Seek a financial planner who has demonstrated skills in their field of expertise. Look for advisors who have been published or interviewed on topics that relate to your concerns.
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Financial Planning for Federal Employees – When Is Too Much
As a Federal Employee, when it comes to financial planning, can you actually do too much? Probably not, but I do know that you can do too little planning for the future.
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Spending Log
Most of us would be surprised about how much money we spend and how we spend it.
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