Retirement Challenges Facing Gen X in the Peak 65® Era
Gen X is the “forgotten generation” — and the least prepared for retirement in the Peak 65 era. This report examines the growing retirement crisis facing Generation X as they approach retirement during the “Peak 65” era. It argues that Gen X is uniquely vulnerable due to a combination of economic, structural, and behavioral challenges […]
The 5 Questions You Should Ask Your Financial Professional During Market Volatility
The 5 Questions You Should Ask Your Financial Professional During Market Volatility Often our instinctive reaction in times of market volatility is to pick up the phone and call the person managing our money. Rightfully so. We put significant trust in the person looking after our hard-earned dollars, and the uncertainty of market ups and […]
Doctor Trades Risk For Rewards
Doctor Trades Risk For Rewards Risk – Ben Labrot knows a lot about that. Serving in Floating Doctors, an organization he formed to help deliver medical services to people in remote parts of the developing world, Labrot found himself in many life-threatening situations. Read More
The 4% Rule Produces Unacceptable Risk for America’s Retirees
The 4% Rule Produces Unacceptable Risk for America’s Retirees For decades, some financial professionals have counseled clients that they should be able to safely withdraw four percent of their assets each year as a means of providing retirement income, while maintaining an account balance large enough to keep income flowing through the years. However, while […]
How to Think About a “Retirement Reset” During Times of Uncertainty
How to Think About a ‘Retirement Reset’ During Times of Uncertainty “Should you have retired earlier?” “Is this market volatility going to impact my ability to retire?” “How are the knees?” These are some of the questions Americans would ask themselves if they could look into the future as their retirement years grew closer. Perhaps […]