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A new survey from Charles Schwab indicates that an unwillingness by Millennials to sacrifice things that add to their current quality of life, and student debt, are preventing them from saving enough for their retirement. The survey covered 1,000 401 (k) plan participants broken...

  On CNBC.com, Sharon Epperson discusses Congress’ new budget deal that ends “file and suspend” and “restricted application” options for Social Security. However, retirees have a six-month window before these changes go into effect, and not acting before then could...

In an article on GoBankingRates.com, Gina Horkey outlines ways in which your ego may be undermining your retirement goals. She highlights ways in which we could sabotaging our retirement plan, including: Unrealistic Expectations—Statistics show that you should lower your expectations...

Putting off until tomorrow is jeopardizing many Americans’ retirements. According to a new survey from Bank of America and Merrill Edge, Americans are procrastinating when it comes to saving for retirement, even though the majority had set a 2015 goal of saving for retirement. According to...

At a time when nearly one of three U.S. households have $0 saved for retirement, the nonprofit Alliance for Investor Education (AIE) is making available “Saving For Retirement: What You Need To Know About 401(k), Traditional IRA and Roth IRA Plans.” AIE is a consortium...

This week’s AAII Weekly Features highlights these valuable AAII articles: 16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses Managing Cash Flow in Retirement Quantitative Strategies for Selecting Stocks 18 Recommendations for Minimizing Inheritance Conflict The...

According to ThinkAdvisor, the recent market downturn has presented an opportunity for those considering converting to a Roth IRA. Why Convert in a Downturn? The primary reason to consider converting a traditional IRA to a Roth IRA in a market downturn involves the tax savings...

One of the biggest fears retirees, or those nearing retirement, face is that they will outlive their retirement assets. A recent article from Financial Advisor cites research that does little to alleviate those fears. New research shows that Americans retiring in 2015 need to be...

In a CNBC commentary, Evan Kirkpatrick, founder and chief executive of Wendell Charles Financial, discusses what millennials need to know about retirement planning. As of the first quarter of 2015, according to the Pew Research Center, millennials are now the largest generation...