Tag: episode_1634

Filling in the Retirement Income Gap With Insurance Expert Kim Lankford

February 22, 2020

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CHECK YOUR ALLOCATION TO STOCKS

February 21, 2020

CHECK YOUR ALLOCATION TO STOCKS

  • A big risk for pre-retirees and retirees is a major decline in retirement funds
  • Lack of time to make it up
  • More than one- third of baby boomers’ 401(k)s: +70% in stocks
  • Almost one-tenth of baby boomers’ 401(k)s:100% in stocks

Watch the related WEALTHTRACK episode.

LANKFORD: PARENTS’ LONG-TERM CARE

February 21, 2020

PARENTS’ LONG-TERM CARE

Over the years many of personal finance journalist Kim Lankford’s readers have told her they never knew about their parents’ long-term care policies.

Watch the related WEALTHTRACK episode.

FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD

February 21, 2020

The reality is most Americans have not met their retirement goals. Here are some findings from a recent Fidelity Investments Retirement Mindset Study which surveyed adults of all ages, both male and female. Eighty-two percent of the general population don’t have a retirement plan in place. 

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