Most people don’t know how long the average 60-year-old will live in America. When given four responses, only 37% correctly identified the average longevity of men and women in a recent survey conducted by researchers from the George Washington University Global Financial Literacy Excellence Center and the TIAA Institute. Why is it important for clients […]

 We have survived through our teenage years, and our working years, and have successfully moved into, or are moving into, retirement. Our egos want to protect us from perceived harm, including the fear of failure. We form ideas early in our lives of who we are, what we want to be, and how to get […]

Inflation is the general rise in prices of goods and services in an economy over time. When the rate of inflation is high, it can erode the purchasing power of money, including the funds that people have saved for retirement. If the returns on a pension fund do not keep pace with the rate of […]

Retirement can be a great time to relax and enjoy all the things that you may not have had time for while you were working. It’s important to find a balance, however, and make sure that you are still engaging in activities that keep you active and mentally stimulated. It’s easy to lose track of […]

It’s hard to imagine what retirement will be like even now, but it is getting tougher by the day. Senior anxiety over the state of the nation’s finances and their worries about health, career and other aspects of life have been clear in recent months. Imagine how you would feel if you were told that […]