Go back to blogNews Round-up for Week of March 26
30th Mar 2018
Technology Could Bridge Gap Between People and Financial Services
A survey on the State of Investor Trust by the CFA Institute reveals that a gap in confidence remains between the general population and financial institutions. However, the good news is that technology could improve that trust further as younger generations tend to use technology more and view it has a measure of credibility.
The Biggest Risk Retirees Face Right Now
People planning to retire face many risks right now. There is the risk their retirement money will not earn enough to keep up with inflation and they may outlive their money. The biggest risk retirees face now is more immediate: Retiring in a bear market.
Via Kiplinger
Retirement Planning Beyond the 401(k) for the Entrepreneurial Dentist
Most dental professionals don’t have a defined benefit plan in place, yet it’s one of the most powerful wealth management strategies for reducing taxes and may hold great appeal to owners of a successful practice because they can contribute and deduct more than other programs, such as what is possible under the defined contribution 401(k) profit sharing plan.
Via Dental Economics
$61,000 for a Parrot? Estate Planning for Pets
Pet owners are turning to their financial advisors for estate planning advice for pets. Seeking guidance from advisors, pet owners are asking questions about how best to plan for their pets, drafting detailed instructions for their care and leaving significant sums of money that can run into the millions of dollars
Why You Should Stay Invested after You Retire
Investing after retirement is a great way to continue making income, cover expenses, and remain connected into the booming American economy. Here are 15 reasons why it’s a good idea to continue investing after retiring.
Via Wealth Advisor