Author Archives: Kathy Peterson

About Kathy Peterson

Consultant

Younger workers don’t want to sweat investment decisions

A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more »

The Retirement Equation

Most people are probably familiar with the well-known serenity prayer: “Grant me the serenity to accept the things I cannot change, courage to change the things I can, and the wisdom to know the difference.” First coined by American theologian Reinhold Niebuhr, he probably didn’t know how well this could be applied to retirement planning! Read more »

National Retirement Planning Week® is April 11 -15!

Proactive retirement planning is the key to financial freedom and a secure retirement. The National Retirement Planning Coalition, a group of education, consumer advocacy, and financial services organizations that joined together to increase retirement planning awareness, has announced that April 11-15 2016 is National Retirement Planning Week®! Whether you are a retirement plan sponsor or a plan participant, this is a great time to get organized. Below are some ideas for how to observe National Retirement Planning Week®: Read more »