Financial Planning Email Newsletter: Nice to meet you (July 17, 2024)

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Retirement

July 17, 2024

By Rob Burgess Reporter

Hello! I'm Rob Burgess and I'll be taking over the retirement beat while Nathan is on paternity leave. (Congrats!)

Before he left, Nathan spoke with advisors about how to happily retire — and their dream retirements.

I've also had some stories published in the past week that are worth checking out on topics including paying mortgages into retirement, Social Security COLA, pitfalls of automatic enrollment in retirement plans and what it's like to work with clients of religious communities like the Amish, Mennonites and Orthodox Jews.

As always, thank you for reading. Talk to you next Wednesday!

Connect with Rob:

TOP STORIES

Retirement

What makes a dream retirement? 6 advisors share their visions

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

Paying off mortgages into retirement may make sense, advisors say
Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.

Social Security COLA expected to be lower in 2025, analyst predicts
If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

Auto enrollment in retirement plans can spur savings, but at what cost?
If those savings in defined contribution plans are offset by debt, employees may find themselves worse off than when they started.

Advising members of devout religious communities comes with perks and challenges
Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.

Read the latest in Retirement

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