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IWM Quarterly Planning News

September 2nd, 2014

In This Issue:

  • A View of Health Care from Around the World
  • Retirement Myths and Realities
  • Charitable Gifts of Items You No Longer Need
  • Why are you paying more at the pump?

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Financial Beliefs You Might Not Like

August 25th, 2014

Stock Picking Is a Crapshoot; There Are Better Ways to Boost Returns.

Jonathon Clements writes about the reality of 13 firmly held financial beliefs.

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Retirement: Many do-it-yourself investors not engaged

August 22nd, 2014

The majority of people are do-it-yourself investors when it comes to managing their retirement savings, according to a large study, out Tuesday.

About two-thirds (63%) of workers with 401(k)s are going it alone, managing their own investments. About half of those folks (54%) are unengaged, that is not taking an active role in managing their account, says a data analysis of 13 million participants in Fidelity Investments 401(k) plans across the country.

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Shiller’s 3 rules for investing in “bubbly” market

August 22nd, 2014

Robert Shiller says stocks, bonds and real estate all look expensive. So what’s an investor to do? The Nobel-winning economist explains.

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How to be happy in retirement

July 23rd, 2014

Happiness in retirement is the main goal for most all soon to be retirees. While a larger percentage of our happiness is dictated by genetics and other factors outside of our control, there is a small percentage that can be controlled. This is where the retiree needs to make a concentrated effort in creating a positive experience in their golden years.

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Article written by: Robert Powell

Published by: USA TODAY Online

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