March 16, 2020
Daniel A. White
In some tremendous news, last year the average 401(k) balance rose to $112,300, an increase of 17 percent from the prior year. Similarly, the average individual retirement account (IRA) balance rose 17 percent to $115,400. Both are new records.
Surging markets world...
March 9, 2020
I try to look at the bright side of things. But in this business, I’m often surrounded with negativity when it comes to markets and investing.
In 2009, you would’ve thought we’d never escape the financial crisis.
In 2011, everyone figured European debt would fry the...
February 17, 2020
Tucked into the back end of the spending bill is the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). It took effect this year and is the most sweeping retirement legislation in more than three decades. Here are some highlights.
December 2, 2019
Pensioners could be in trouble.
I recently read about a pension fund in crisis, much of which was brought on by risky investments. It’s just one fund, but there are many like it nationwide.
Bear markets from the early 2000s and 2008-09 hit pension funds hard. They be...
September 30, 2019
Bankruptcy filings among the Baby Boomer generation are skyrocketing – a five-fold increase over 25 years!
So many Boomers are filing that every seventh bankruptcy filer is age 65 or older – more than 14 percent. In 1991, only 2 percent of bankruptcy filers were 65...
DANIEL A. WHITE
& Associates, LLC
Securing Tomorrow's Future Today