Accentuating the Positive
There are some positive developments that may be improving the economic and retirement outlook for many Americans. We thought you’d like some hopeful news as we close out 2014.
IRS Raises Retirement Plan Contribution Limits
The federal government is giving Social Security benefits a 1.7% boost for 2015 and also lifting annual contribution limits on some key pension plans.
Gauging Your Financial Well Being
Here is a six point test you can take to gauge your financial well being.
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...Medicare Enrollment Options for 2014-15
A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. * October 15-December 7: Open enrollment...Retirement Planning With Health Care Expenses in Mind
Just how great might health care expenses be in retirement? There’s no rote answer, of course, but recent surveys from AARP and Fidelity Investments reveal that too many baby boomers might be taking this subject too lightly.