Archive for January 2018

Falling Assets

Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the second-highest income quintile had an increase in retirement income. These wealthy households more than doubled their combined 401(k)/IRA assets – to a median total of…

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The Impact of Income Inequality

A new study of high-earning clients of a bank’s wealth management unit tracked the fortunes of male and female young adults to learn how income inequity would impact their lives. The assumptions had both genders starting out in the job market earning a salary of at least $100,000 and in possession of an inheritance of…

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Best Places To Live In Retirement

Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…

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