- Are you still on track for retirement? // Money;Oct2010, Vol. 39 Issue 9, p122
The article presents statistics regarding retirement planning including the percentage of workers who feel they are on track to retire when they expect to, the percentage of employees who expect to retire by the time they are 65 years old and the percentage of employees who feel that they will...
- BY THE NUMBERS. // Investment Dealers' Digest;5/1/2009, Vol. 75 Issue 17, p2
The article presents statistics on personal finance in the U.S. Twenty six percent of American adults say they do not pay all of their bills at expected time, while 57% say they are cutting back on spending, lesser than a year ago. Moreover, 33% say they do not invest their annual income in...
- Turn a dream into a financial opportunity. // South Asian Post;3/20/2014, p19
The article offers suggestions for financial, insurance and retirement planning through financial conversation between spouses, parents and children, money management, and by setting financial goals.
- THE FLASHING YELLOW LIGHTS OF RETIREMENT PLANNING: FALSE EXPECTATIONS, REALITIES, AND SOME GOOD NEWS. Cutler, Neal E. // Journal of Financial Service Professionals;Nov2004, Vol. 58 Issue 6, p37
This article discusses several issues concerning retirement planning in the U.S., based on the results of the January 2004 Retirement Confidence Survey (RCS). This article focuses on three themes. The first pair of themes identifies two sets of false or misguided expectations that U.S. workers...
- Watch Out for Retirement Curveballs. Nance-Nash, Sheryl // Black Enterprise;Jul/Aug2013, Vol. 44 Issue 1, p53
The article offers suggestions on how to prepare for spending after retirement in case of an unexpected layoff. The author suggests considering fixed and variable expenses and determining what can be cut. One can also consider health coverage options and ask about benefits the company may offer...
- Location, Location, Location! Righthand, Penny // Advisor Today;Feb2006, Vol. 101 Issue 2, p70
The article points out to insurance and financial advisors that is essential for them to determine where exactly their clients are in their financial plan. This is demonstrated by a conversation with a husband and wife who want to plan for their retirement.
- An analysis of the importance of personal finance topics and the level of knowledge possessed by working adults. Volpe, Ronald P.; Haiyang Chen; Sheen Liu // Financial Services Review;Spring2006, Vol. 15 Issue 1, p81
This study attempts to identify the important questions in personal financial literacy and the deficiencies in employees' knowledge in those areas. Surveying benefit administrators at 212 U.S. companies, we found that the participants rate retirement planning and personal finance basics as two...
- Retirement in a Tough Market. Wyatt, Jeannie // National Public Accountant;Jul2003, p34
Presents an article about the challenges to the retirement system in the U.S. July 2003. Components of the social security system; Concerns about retirement funds; Reasons for retirees to take the cash option; Factors to consider in the selection of a retirement plan.
- Top 10 Financial Planning Misconceptions. Bernstein, Phyllis // National Public Accountant;Dec2007-Mar2008, Vol. 7 Issue 1, p16
The article presents the top ten financial planning misconceptions of clients. It includes confusion of clients over financial planning with investing, believing that financial planning is the same as retirement planning and they did not set measurable financial goals. In addition, clients also...