When it comes to retirement anxiety, it’s best to set aside all those matters that fall outside your ability to manage. You can’t change everything. Focus instead on what you can change.
Posts From Christopher Carosa, CTFA
IRAs aplenty and down markets generate lots of you know what.
Therein lies the twist to this tale. Once you cross the threshold of retirement, the anxiety quickly melts away. How can this be?
Of all the problems, the DOL chooses to focus on this one, why fiduciaries hate change, and investment reality bites.
Right now, those nearing or in retirement must confront the twin troubles of inflation and falling markets. One of these events, however, is worse than the other.
Regulators regulating, multi-tasking, and pushmipulya fee.
You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.
IRS, Reg B-I, & Inflation
It’s been around for a while, but NetFlix et al have made ‘binge-watching’ a social norm. Is this habit about to trickle down into 401k education and financial literacy in general?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/22
More IRAs, fiduciary mush, and fee déjà vu all over again.