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Retirement Income

14 Ways Retirees are Making Money

Rob Berger | Posted 01.25.2017 | Fifty
Rob Berger

If you're like many retirees, you could use a little extra money to get by, beyond your retirement savings and Social Security. Or maybe you're just l...

3 Very Good Reasons To Pursue An Encore Career In Retirement

Jacob Gold | Posted 03.09.2017 | Fifty
Jacob Gold

Many employers are focused on helping their workforce achieve retirement readiness. This is good for workers to help them achieve retirement in a manner they want, but this also helps the employer to achieve a healthy balance of talent.

These Charts Explain How Racial Inequality Continues Into Retirement

The Huffington Post | Daniel Marans | Posted 03.03.2016 | Politics

You have a better chance of retiring in dignity in the United States if you are white. African-American and Latino workers are far less likely than th...

How Do Real Investors Take a Punch?

PaladinRegistry.com | Posted 03.03.2017 | Fifty
PaladinRegistry.com

Ancient Chinese Curse....May you live in interesting times With little question we live in interesting times and the prospects seem to indicate that...

What New Year's Resolution Do You Prefer: An Hour at the Gym Every Day, or an Hour (Total) With a Financial Professional?

Jerry Patterson | Posted 12.15.2016 | Business
Jerry Patterson

I recently had my own Groundhog Day scenario, but it wasn't about improving my physical health and wellness. I took part in a research project involving one-on-one interviews with Americans of all ages and backgrounds, to hear about their retirement plans and overall financial wellness.

Don't Blame the Turkey: 5 Tips You Can Use Now to Start the New Year Right

Jerry Patterson | Posted 11.23.2016 | Business
Jerry Patterson

Is it just me, or does anyone else feel like we bypassed Halloween and Thanksgiving and went straight to Christmas? I kid you not, winter holiday decorations began emerging in malls, towns and stores in September.

Social Security for Two: What Every LGBT Couple Needs to Know Now

David Rae | Posted 08.20.2016 | Queer Voices
David Rae

First comes love, then comes marriage, then comes figuring out what the hell to do about Social Security. Retirement planning can be quite complicated for anyone, but the newness of Social Security options for LGBT couples find some of us unprepared.

Part 3: Valuable Tips for Parents of Millennials from the Gen Y Guy

Jerry Patterson | Posted 06.29.2016 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. That research illustrated a number of key themes that highlighted how to help millennials save money and prepare for the future.

Making Your Portfolio Retirement Ready

Jacob Gold | Posted 05.21.2016 | Money
Jacob Gold

For many people, one of the biggest adjustments in retired life is learning how to manage their money without the regular income sources they've grown accustomed to in their working years.

Part 2: Valuable Tips for Financial Advisors from the Gen Y Guy

Jerry Patterson | Posted 05.06.2016 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.

Part 1: Powerful Retirement Tips for Millennials from the Gen Y Guy

Jerry Patterson | Posted 06.21.2015 | Money
Jerry Patterson

I recently had the opportunity to spend some time with Jason Dorsey, chief strategy officer for The Center of Generational Kinetics. Known as the Gen Y Guy, Jason is an acclaimed keynote speaker, generational researcher and best-selling author.

3 Ways to Be the 401(k) Knight in Shining Armor for Your Employees

Jerry Patterson | Posted 06.09.2015 | Money
Jerry Patterson

Just because employees are hardworking and loyal doesn't automatically mean they are financially astute and do a good job at planning for retirement, nor does it mean newer employees are bad at managing their money.

Required Minimum Distributions: What Are the Dates And Deadlines?

Carrie Schwab-Pomerantz, CFP | Posted 05.25.2015 | Money
Carrie Schwab-Pomerantz, CFP

I'm turning 70 in a few months and know I'll be forced to withdraw money from my retirement accounts. How does that work and are there some special rules I need to be aware of?

Five Facts You May Not Know About Retirement Income... But Should

Jacob Gold | Posted 03.30.2015 | Fifty
Jacob Gold

As retirement gets closer, many people begin to worry about how they will find the funds they need to replace their paychecks after they've stopped working. What will serve as their income? Will they have enough to live on day-to-day? Will their money last long enough?

Social Security or Insecurity? For Future Retirees, That Is the Big Question

PaladinRegistry.com | Posted 03.25.2015 | Money
PaladinRegistry.com

This demographic trend combined with longer life expectancies due to medical advances and a historically low birth rate have helped to create a perfect storm for potential future insolvency.

Hey Millennials! 8 Important Financial Tips from Your Future Self

Jerry Patterson | Posted 02.03.2015 | Money
Jerry Patterson

If you could go back 30 years and give yourself one piece of advice regarding retirement planning, what would you say?

Don't Let Communicating with Millennials Feel Like Eating in the Dark

Jerry Patterson | Posted 01.17.2015 | Business
Jerry Patterson

If you want to grab the attention of the millennial generation, you need to personalize and tighten-up your communications approach -- which frankly, is how we should have been doing it all along.

Think Halloween Is Scary? Try Retirement

David A. Dedman | Posted 12.30.2014 | Money
David A. Dedman

Losing the ability to earn income can be pretty scary. Think about it. You've worked for decades receiving a check every two weeks, and all of a sudden it isn't there anymore! When you retire you'll have to make several shifts.

Baby Boomers and Student Loans are Pouring into Retirement

Jerry Patterson | Posted 12.23.2014 | Money
Jerry Patterson

A recent study by the U.S. Government Accountability Office indicated that "some 155,000 older Americans are now seeing deductions from their Social Security checks to pay off their federal student loans - up from 31,000 a decade ago."

Is the Internet Costing Lumberjacks Their Jobs?

Jerry Patterson | Posted 12.06.2014 | Money
Jerry Patterson

If you are a financial advisor, embrace the web and leverage digital learning to enhance your value proposition. Dedicate time to identify good videos, websites, digital books, webcasts, online classes and search terms related to financial planning.

Would You Rather See a Dog Brush His Tongue or Learn How to Prepare for a Secure Retirement?

Jerry Patterson | Posted 11.23.2014 | Money
Jerry Patterson

While you may not have time to read a book on financial planning or have the expertise to use elaborate financial-planning software, I would encourage you to take advantage of the amazing amount of free educational content available online. There are plenty of quick, bite-sized moments of learning that can have a material impact on your financial future.

Trying to Encourage Millennials to Save for Retirement? Three Key Factors to Consider

Jerry Patterson | Posted 10.26.2014 | Money
Jerry Patterson

Here are my top three things to consider if you're trying to encourage millennials to save for retirement.

Lump-Sum vs. Income Payments: Why Do So Many Retirees Take the Money and Run?

Jerry Patterson | Posted 10.13.2014 | Money
Jerry Patterson

The moment we're faced with deciding whether to take a lump sum often happens at the moment of retirement, which also means it's the moment our paycheck is turning off. Similar to a light switch turning off.

Sudden Wealth From Retirement?

David A. Dedman | Posted 10.12.2014 | Money
David A. Dedman

You made it. You are retired. Your new job will be doing whatever you want! Sounds good, right? Retirement can be a wonderful time. It's a Life Even...

'Click': Are You Ready for the Big Switch?

Jerry Patterson | Posted 09.21.2014 | Money
Jerry Patterson

At the moment of retirement, our paycheck stops like a light switching off. (Click!) For many, Social Security checks are significantly lighter than a regular paycheck, and yet, most of us still do next to nothing to adjust to this new reality.