Employee Benefit Research Institute

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Are You Saving Enough For Retirement?

There are 50 million 401K accounts with an average balance of just over $60,000, according to the Employee Benefit Research Institute. That’s not enough!

WBZ NewsRadio 1030–10/25/2012

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Your Retirement Plan Is Not A Revolving Savings Account

It sounds so good, borrow from yourself, and pay yourself back! When you do the actual calculations it doesn’t work that neatly.

WBZ NewsRadio 1030–09/26/2012

Elderly, Women

Have You Saved Enough For Retirement?

To be eligible for Medicare you need to be 65. The earliest you can collect Social Security is 62 unless you are widowed.

WBZ NewsRadio 1030–08/20/2012

finances, money, credit, bills

Will You Have Enough Money To Last Through Retirement?

In order to retire comfortably, you have to do some planning.

WBZ NewsRadio 1030–06/20/2012

Money Matters – Save For Retirement Week: Are You Saving Enough?

A recent study found the average 401(k) balance is close to $40,000. That’s not enough!

WBZ NewsRadio 1030–10/20/2011

Money Matters – Retirement Truths: Financial Strategies

Money plays a very big role in retirement planning. Will you have enough?

WBZ NewsRadio 1030–06/22/2011

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