Retirement planning tends to focus primarily on your finances how much to save and how to invest. However according to Eileen Gallo Ph.D. a psychotherapist who counsels folks on money-related issues retirement also brings a host of psychological and emotional issues we need to deal with.
As retirement approaches protecting your nest egg becomes crucially important. And like anything else in life thinking ahead pays off. Here are three important trends to consider as you plan:
As it has for some time now the SEC continues to consider expanding fiduciary rules to include broker-dealers who work with individual investors. However the longer the debate goes on the greater the risk that the fiduciary standard will become diluted.
In his essay “Many Happy Returns” Jim Parker Vice President DFA Australia Limited reminds us that journalists refer to the Holiday Season as the “silly season.” Because many people take time off to spend the holidays with their family and friends much of the working world grinds to a halt.