You’re the one ultimately responsible for all decisions, from picking and choosing what you do and buy to determining how to manage your assets and cash flow stream. Oh, and did we forget to mention this is for the rest of your life?
Tag "retirement"
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
State-run suspicions, the funny thing about fees, and investing’s good old days.
States don’t run, fee scruples, and Bogle’s Bombshell.
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
“While it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.”
Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?