by Dayle Scheinman | Feb 5, 2019 | Retirement Planning
Can I retire now?” used to be something you’d expect a 55-year-old to ask. But now, young, high-net worth individuals, in their 40s or even younger, might be thinking about the same thing. Here’s the challenge: Assumptions used in traditional retirement planning don’t...
by Dayle Scheinman | Feb 4, 2019 | Fiduciary Concerns
U.S. equity funds are the largest asset category in the defined contribution system, (401(k),403(b), 457(b) plans etc.), representing 35% of all retirement plan assets. When selecting equity options for their participants, plan sponsors face a dizzying set of...
by Dayle Scheinman | Feb 4, 2019 | Retirement Planning
Move over, Florida. Mountaintop hideaways, tropical islands, seaside fishing villages and country villas are luring more Americans beyond the comfortable borders of the United States. The falling cost of international travel, the widespread adoption of technology, and...
by Dayle Scheinman | Dec 4, 2018 | Retirement Planning
Before anyone can embark on building a practical road map to financial security, everyone needs to understand five key risks that can potentially derail a lifetime income plan. Many people counted on Social Security and pension benefits to cover their retirement...
by Dayle Scheinman | Dec 3, 2018 | Fiduciary Concerns, Retirement Planning
The IRS just released the cost of living adjustments for various retirement plan limitations that will take effect on January 1, 2019. Many of the limits will be increasing for 2019. The key limits that increased (shown below in bold italics) include the compensation...
