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March 26, 2014 in Expenses, Investing, Money Management, Retirement Planning
Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ traditional pension plan benefits. This may have made sense in the 1950's when the 403(b) plan was introduced and pension plans ruled...

March 18, 2014 in Expenses, Investing, Money Management, Retirement Planning
Part I: A Call for 403(b) Plan “Higher Education” When seeking financial advice for managing your retirement plan assets, it seems the 401(k) receives a lot more press than the similar, but different 403(b) plans used by government and tax-exempt groups such as schools, hospitals and churches. Some sound advice does cover all retirement plan ground – and all investing, for that matter. But if anyone in your family participates in...

January 29, 2014 in Financial Life Planning, Gratitude, Mindful living, Retirement Planning, SageBroadview News
Raise your hand if you’ve had multiple careers. Or does yours more closely resemble Alfred Feld’s? He joined Goldman Sachs in 1933 and remained there for 80 YEARS(!), until he passed away at age 98 last fall. Whenever he was asked about his longevity, he is reported to have replied, “I’m just lucky.” While all of us at SAGEbroadview come to financial life planning via more circuitous routes, we have...

May 22, 2013 in IRA, Retirement Planning, Young Adult Series
BY GUEST AUTHOR: CHRISTOPHER J. ANNELLO, ASSOCIATE ADVISOR This article was inspired by Sheri’s niece, Jessica Iannetta, a newspaper and online journalism and political science major at Syracuse University, class of 2015. When I was in college, my dad gave me a “cool” gift – or so I thought at the time. Looking back on the gift now, it was the BEST gift. Before I tell you exactly what it was, I...

May 15, 2013 in Financial Life Planning, Mindful living, Retirement Planning
When surfing the web on your laptop, your browser has a “refresh” button, in case you want to ensure you’re seeing the most up-to-date version of whatever you’re viewing. When we were redesigning our website last year, I used that function a lot! I wish I could provide America with a refresh button, to revisit how we collectively view retirement. Too many investors are still conducting their financial planning in...