By

 
NAPA Net I’s Ted Godbout, reported on an online survey conducted April 9-20, 2018, by Convergys for Merrill Edge Report. The online survey polled 1,000 respondents with investable assets between $20,000 – $250,000. This report indicated that wealthy Americans still value in-person knowledge and expertise for financial advice over emerging technologies that are shaping the...
Read More
The Retirement Income Gap What can cause a shortfall? Social Security – Timing is Everything What happens if you claim early? Retirement Accounts What can employees do to boost their savings? Helpful Hints for Plan Sponsors Upcoming Compliance Deadlines The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their...
Read More
As reported by Lee Barney, at PlanSponsor.com, half of retirees indicate they spend less in retirement than they did when they worked. Retirees are less concerned than pre-retirees about their money lasting throughout retirement; rather, they are more concerned about declining health, according to a survey by Greenwald & Associates who conducted an online survey...
Read More
1 2 3 4 5