The Next Step: Millionaire store clerk eyes early retirement
Intense Life Desires There’s low-cost living, and then there’s the freegan-living millionaire featured in this edition of The...
Retirement
UK facing chronic retirement under-saving crisis
Tom Selby of AJ Bell warns of ‘crisis’ Britain is heading for a chronic retirement...
SSA funding cuts force retirement research centers to close
Research on aging, retirement and Social Security is vanishing as more Social Security Administration-funded research...
Gray divorce rise presents retirement challenges for advisors
Divorce later in life doesn’t just split assets — it can shatter retirement plans. As...
The Next Step: Auditing a young lawyer’s retirement plan
Retirement planning can feel overwhelming, but what if taking just one step could improve your...
EBRI: High-earning Black Americans save less for retirement
For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap...
Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)
Many financial advisory clients might work for 40 years or more, ideally seeing their income...
Largest investments updated (mid 2024): Never run out of money in retirement.
It has been quite a while since I last blogged about my largest investments. The...
FCA wants advisers to improve retirement income records
The FCA published examples of good practice and potential areas for improvement for firms providing...
Over 50s say risk appetite is key in retirement planning
Standard Life flag Three-quarters, 76%, of over 50s say that appetite for risk is an...