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Reaching Retirement Readiness

January 5, 2023 Business insights

Study Reveals Plan Participants Are on a Positive Trajectory, Aided by Auto Features Being able to replace working income with income generated from retirement savings is the essential definition of retirement readiness. The percentage of working income that an individual may need in retirement will vary, depending on a number of factors, such as …

Tackling the Trend

January 4, 2023 Business insights

Dealing With Inflation’s Negative Effect on Employee Retirement Planning An August 2022 survey from Nationwide Retirement Institute found that 40% of workers age 45 and older plan to delay their retirement due to inflation and rising living costs. That figure is double the percentage of workers who said they delayed retirement last year due to the …

Retirement in Motion

January 3, 2023 Personal insights

TIPS AND RESOURCES THAT EVERYONE CAN USE Knowledge is Retirement Power Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to retirees who relocate to the area. Retirement visas are offered …

Pay It Forward

January 3, 2023 Personal insights

Looking To Teach a Child Some Important Money Lessons? Consider a Roth custodial IRA. You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, you’ve …

Top of Mind

January 3, 2023 Personal insights

Practicing Mindfulness With Money Can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi or other forms of movement, often incorporating breathing exercises. Others rely on their smart watch or phone to ping them at the same time each day, urging them to practice it for a few minutes. While there are many …