Meeting with a financial advisor may seem to some like an invasive experience. Take comfort in knowing there is a good reason financial services professionals prod about your risk tolerance, investment experience and the like.
The SEC’s Office of Investor Education and Advocacy created Investing 101: Investing Basics to provide Americans with thorough information on the various investment products available as well as tips on how to avoid investment fraud.
To help explain the basics and investing, the coalition has released the Basics of Investing Fact Sheet. Review the fact sheet to learn about investing’s role in planning for a financially secure retirement and become better prepared to meet with a financial advisor about investing for your future.
The Social Security Administration has a message: Retirement planning matters. In support of National Financial Literacy Month, April 2013, and the National Retirement Planning Coalition’s ongoing national retirement planning campaign, launched during National Retirement Planning Week® 2013, the U.S. Social Security Administration has released two new videos highlighting the need for Americans to create a financial [...]
Following the activities of National Retirement Planning Week® 2013, which ran April 8-12, the Social Security Administration provided a topical list of helpful retirement planning resources available on its website.
Social Security forms the foundation upon which Americans build their retirement plans. Because of this key role the program plays it is critical for all Americans to understand how Social Security works.
In a show of support for National Retirement Planning Week® 2013, the U.S. General Services Administration has released a free packet of retirement planning publications.
Most retirees initiate Social Security payments before their benefits reach their full potential. To help consumers and their financial advisors with this important decision, Symetra offers a web-based retirement planning toolkit that addresses the question, “Does it pay to delay Social Security?”
In January 2013, the U.S. Social Security Administration launched My Social Security to provide Americans online access to their personal Social Security information.
Use the Insured Retirement Institute’s (IRI) Retirement Income Calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Realities Checklist
Retirement is not a static point in time. It is a potentially decades‐long period during which many factors can have a significant impact on your savings and income. To help prepare you to weather these situations, review IRI’s Retirement Realities Checklist with your financial professional, who can structure a long‐term plan to meet your needs.
Eight-Point Plan for Life-Long Financial Health
Most retirement-minded Americans might not see the connection between physical fitness and retirement planning, except for the fact that both can make them sweat! For too many Americans, particularly the 79 million baby boomers, the process of planning for retirement is about as appealing as exercising and getting fit; something achievable but also easy to put off indefinitely.
Top 10 Ways to Prepare for Retirement
To help guide consumers in their retirement planning, the Insured Retirement Institute (IRI) developed the “Top 10 Ways to Prepare for Retirement.”
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