As many of our clients know I have retained Allen Hamm of Superior LTC Planning Services Inc. to assist our clients with planning for long term care. Our clients who have utilized this service have given us high marks about the service its benefits and the experiece of working with Allen.
Although you may currently be focused on the looming deadline for filing taxes for 2011 we’ll soon find ourselves at the mid-point of 2012. Accordingly spring’s a great time to get your financial house in order with a mid-year checkup.
According to the Employee Benefit Research Institute (EBRI’s) 2011 Retirement Confidence Survey more than half of the 1260 respondents surveyed were not confident that they’d be able to afford the retirement they desire.
MFS’ recently released findings from its Investing Sentiment Survey show that mass affluent investors (those with between $100000 and $1 million in household investable assets) have pessimistic attitudes toward investing.
Last month I wrote about a recent article Why We’re Not Wired for Successful Retirements by Philip Moeller that was based on a financial literacy test given to consumers in Chile.