Tag Archives: planning

The headline “He Wants to Retire … but She Doesn’t” was one of the most popular articles in the April 9 Wall Street Journal.

What struck me most was the author’s comment that many of the people she interviewed …

The latest figures are out from the Employee Benefit Research Institute (EBRI) in Washington, D.C. Unsurprisingly, “retirement confidence” remains down from its peak in 2007, and is at levels similar to what we saw during the Great Recession.

What’s going …

I’ve never heard this discussed by men, but some women carry the worry that they will end up old and alone, with no money and no home. It’s not generally ever-present, but rears up as reports on foreclosures, unemployment, plant …

This comment on Steve Utkus’ recent post about retirement struck a major chord with me:

“Our children’s incomes are not increasing, and they have their own children to support, let alone saving for their own retirement. No one is to …

We were vacationing last month in Scotland. At a small country hotel—on a misty Western isle—I mentioned to a group of guests that I conduct research at Vanguard on retirement issues. You guessed it: Suddenly the conversation shifted from the …

You were getting close to retirement, and you’d thought you’d saved enough.

And then the market tanked.

So, you decided to stick it out and try to regain what you’d lost. Other changes to your portfolio structure or your investing …

The headline from a recent survey conducted by the Employee Benefit Research Institute (EBRI) says it all: Only 13% of working Americans are “very confident” they’ll have enough money for retirement.

That’s the lowest level on record for the survey. …

As Americans, we’re accustomed to having options. There’s always another answer, another solution, another way to lick a problem. (Sometimes, though, I think that’s how we got ourselves into the mess we’re in right now. Don’t have the money? Charge …

On March 31, I was in New York City as a member of a panel speaking with a group of financial advisors on the issue of retirement income. Being back in the city brought back a lot of great memories, …

The impact of unnecessarily complicating our lives became clear to me this weekend.

With 260,000 miles on our two cars, we decided this was the time to get that new car we’ve been talking about. We did the research, bought …