26 01, 2018

The top retirement decisions facing older workers

2018-01-26T16:50:10-07:00January 26th, 2018|Categories: Retirement|Tags: , |

As workers in their 50s and 60s transition into their retirement years, they face several important planning decisions. But which ones will have the most impact on their finances? You might think that finding the very best investments or minimizing taxes are really important. However, those would be the wrong answers for many middle-income workers. Instead, check out a new study by the Stanford Center on Longevity (SCL), in collaboration with the Society of Actuaries (SOA). It demonstrates that the most [...]

10 02, 2015

We’re Living Longer — Get Ready to Pay for It

2015-02-10T22:49:46-07:00February 10th, 2015|Categories: Retirement|Tags: , , |

ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for clients, requires careful planning. Attention advisors: A mostly unheralded change in actuarial tables suggests the need to plan for longer retirements for your clients and could also make a delay in claiming benefits advantageous for some clients. That is the upshot of a recent client communication from ERISA attorney Marcia Wagner of the Wagner Law Group. […]