e-Page2

  • Markets Fall on Fed Worries
    Markets Fall on Fed Worries

    Still, economic data was positive

    Markets lost ground last week for the third week in the last four, pummeled by ongoing worry about the tapering of the Fed's stimulus programs. Uncertainty about the longevity of Fed programs has contributed to an increase in volatility lately, and we will not be surprised if that continues in coming weeks.
    read more
  • The Threat of a Declining China
    The Threat of a Declining China

    Prospects of late are looking less rosy

    By Dr. Mark A. DeWeaver

    Many Americans view China’s emergence as the world’s second largest economy with trepidation. The US, it seems, is in decline. China is a ‘rising power’ destined to take over America’s role as global hegemon sometime in the not-too-distant future.
    read more
  • Boomers Greatly Underestimate Cost of Long-Term Care, Retirement Style
    Boomers Greatly Underestimate Cost of Long-Term Care, Retirement Style

    Nationwide Financial survey reveals failure to account for inflation when estimating retirement expenses

    A new Nationwide Financial consumer survey found that boomers’ beliefs on the cost of long-term care (LTC) and the time they will spend in retirement do not match reality. In fact, Americans aged 50 and older underestimate the annual costs of LTC by more than three times the actual cost.
    read more
  • Three-Fourths of Higher Education Baby Boomer Faculty Members Plan to Delay Retirement, or Never Retire at All
    Three-Fourths of Higher Education Baby Boomer Faculty Members Plan to Delay Retirement, or Never Retire at All

    Fidelity® Study Finds Faculty Boomers Likely to Delay Retirement Due to Both Economic and Professional Reasons

    (BUSINESS WIRE)--Fidelity Investments®, a leading provider of workplace retirement plans in the not-for-profit higher education market, today announced results of its Higher Education Faculty Study1 , which examined the behaviors and attitudes of baby boomer (ages 49-67) faculty members at higher education institutions. The research found that 74 percent of these boomers plan to delay retirement past the age of 65, or never retire at all. When asked the reasons for this delay, they not only cited professional reasons (81 percent), but also economic concerns (69 percent) – suggesting a need for more financial guidance.
    read more
  • How to Stay Sane During Financial Peaks & Valleys
    How to Stay Sane During Financial Peaks & Valleys

    5 Tips for Dealing with Lifestyle Changes & Money Flux

    You don’t have to be a trader on the world’s markets to experience the financial roller coaster, says mathematician Lambros Klouvidakis.
    read more
  • IRI Issues Statement in Support of Lifetime Income Disclosure Act
    IRI Issues Statement in Support of Lifetime Income Disclosure Act

    Legislation Will Help Americans Understand Retirement Options

    The Insured Retirement Institute (IRI) today released the following statement from IRI President and CEO Cathy Weatherford after yesterday’s introduction in the Senate of legislation known as the Lifetime Income Disclosure Act (S. 1145). The bipartisan bill would require employer-sponsored retirement plans to illustrate for participants how their retirement plan savings would translate to a lifetime income stream.
    read more
  • How Your IRA Can Become Your Tax Nightmare
    How Your IRA Can Become Your Tax Nightmare

    Can ROTHs Ease The Pain of RMDs?

    Uncle Sam wants you! That is, he wants you to spend your Individual Retirement Account in a manner that he finds appropriate, says independent retirement advisor Gary Marriage, Jr.
    read more
  • A Matter of Trust: For Dummies®
    A Matter of Trust: For Dummies®

    How Estate Executors and Administrators Can Avoid Ten Common Pitfalls

    Thanks to ongoing medical advances and an emphasis on healthy lifestyles, Americans are living longer and longer. And even given the vagaries of the economy, many of them enjoy a comfortable standard of living.
    read more
  • Does Your Leadership Measure Up?
    Does Your Leadership Measure Up?

    Business Expert Identifies Benefits, Pitfalls of 3 Leadership Styles

    The top five leaders most admired by the world’s business executives are Winston Churchill, Steve Jobs, Mahatma Gandhi, Nelson Mandela and Jack Welch – in that order, according to the 2013 Global CEO Survey conducted by PwC.
    read more
  • New Report Examines Key Issues for Public Sector Retirement Reform
    New Report Examines Key Issues for Public Sector Retirement Reform

    Evolving workforce demographics and long-term budget pressures present challenges for public sector pension reform

    A report released today by the TIAA-CREF Institute and the Rockefeller Institute of Government shares expert considerations for public sector pension reform. The new report – Public Sector Pension Reform: Addressing Pressing Fiscal Realities from a Long-Term Perspective – is a culmination of insights and experiences from state and local officials and researchers from across the nation that highlights the issues and considerations impacting public sector pension reform.
    read more
  • Playing Financial Catch-Up Differs Among The Sexes
    Playing Financial Catch-Up Differs Among The Sexes

    Men still from Mars, Women from Venus

    The latest research from Northwestern Mutual’s 2013 Planning & Progress Study revealed attitudinal and behavioral discrepancies between how men and women are planning for their financial futures – and why they’re falling behind on financial goals.
    read more
  • Borislow Insurance Honored for Excellence in Workplace Wellness
    Borislow Insurance Honored for Excellence in Workplace Wellness

    BI Healthy Advantage Program Wins 3 Major Awards in 2013

    Borislow Insurance (BI), a leading provider of benefits solutions, advisory services and corporate wellness services, announced today that the company has received 3 major awards honoring the excellence of their BI Healthy Advantage wellness program.
    read more