Retirement Savings and Investments

There are a lot of questions about retirement savings and investments.

With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?

And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?

See below for articles covering the answers to these questions and more.

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Dying Penniless: American’s #1 Concern

What’s the number one financial concern Americans are worried about? For more than a decade, the answer has been the same: Not having enough money for retirement, according to Gallup’s annual Economy and Personal Finance poll. “Retirement may be a time that many working adults look forward to, but it is paradoxically a source of…

June 5, 2014

Are You $250,000 Short on Retirement Savings? You Are Not Alone!

According to a new study from Ameriprise Financial, there appears to be a significant disconnect between average retirement goals and reality. While the study suggests that Americans have a positive view of retirement – with 78 percent of respondents expecting to be extremely happy, it seems that most Americans have a gap of $250,000 between…

April 3, 2013

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