Sentences with phrase «middle income retirees»

Retirement Planning - Bill McDonald, Fee - Only Financial Planner in Madison, WI Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (Dimensional Funds).

Even for middle income retirees, the various scenarios can vary by hundreds of thousands of dollars.

Not exact matches

Recent studies indicate that while spending patterns shift in retirement, the overall trend in real dollars is down, and for the majority of retirees in the middle and upper income quintiles, they may find themselves with income that exceeds their spending.

Fred Vettese and Bill Morneau found in their book The Real Retirement that among recent middle - income retirees the «problem group» who have to tighten their belts substantially is estimated at 7 % of households, whereas 60 % find themselves better off in retirement.

Nearly seven in ten (69 %) of middle - income retirees would have liked to have stayed longer in their old careers, but had to leave earlier than they planned for «reasons beyond their control,» the report says — most commonly because of health problems (39 %), being laid off (19 %), or to care for a loved one (9 %).

You see, this rule will make financial advice more costly and less available to millions of middle - income workers and retirees.

The impact of the tax on the growing number of middle - income retirees who will be paying it is much larger.

As in his earlier book, The Essential Retirement Guide, Vettese comforts would - be retirees with his assertion that the traditional guideline for middle - and high - income earners of replacing 70 % of working income is «too high.»

Combined, the ORPP, CPP and OAS could theoretically replace 55 % of a middle - class retiree's pre-retirement income.