Most of the world’s retirees are doing well compared with those in Japan, where the retirement savings gap is 15 years for men and almost 20 years for women.
While investors believe they will need an average of $1.7 million for retirement, a new survey from Schwab Retirement Plan Services suggests employee investments may not be addressing that need.
Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
