Financial Planning News
Thu, 17 Jan 2013
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Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees , says Baird's Tim Steffen.
Many workers aren't factoring Social Security into their retirement plans, fearing a massive cut to benefits, but how likely is such an event, and what would it mean for retirees ?
Focus Consulting's Michael Falk suggests retirees pare down their fixed liabilities in their total portfolio so that they can make their discretionary spending much more manageable.
Fidelity's target-date fund series shifts more into equities. Plus, the persistent gender gap in investing, and why wealthier retirees feel poorer.
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