Updated Saturday, July 12, 2014 as of 6:05 PM ET
6 Ways Retirees Fool Themselves: Friday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
Six ways retirees fool themselves
Investor confidence is currently high compared to previous periods, especially now that the bulk of baby boomers are retiring, according to MarketWatch. However, some retirement investors still follow mistaken and oversimplified assumptions in their investing approach. Some of these are the belief that investing can be done with little research; low-cost investments are usually successful; stock market drops are brief; and that “alternative investments,” such as gold, serve as excellent countermeasures. Investors need to properly understand how such assumptions are mostly untrue in order to avoid investment pitfalls.   --MarketWatch   more »
More in IRAs/401K
Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters more »
When is it ok to borrow from your 401(k); Picking the best pension payout; Paying long-term care with HSA money more »
Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out more »
Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
High-risk behaviors put investments at risk; Theme songs for retirement; Right (and wrong) questions for clients more »
Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security more »
Retirees ignoring biggest assets; Spending habits more important than income; Situation improves for 65-year-olds more »
Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them. more »
Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No more »
Many investors just guessing; Same-sex families lag in savings; Growth investments for retirees more »
Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Honoring the Top Branch Managers of 2013

Current Issue

The June Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

Already a subscriber? Log in here