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Weston: Investing for retirement – Why you might want to reconsider...

Like many other educators, high school science teacher Robert Curtiss of Dearborn, Mich., thought he was doing the right thing by investing in his...
SAVING EARLY: Frank Giorgio, vice president of investments and business development at Lax & Co. LLC in Warwick, advises clients to enroll in 401(k) and 403(b) plans when available. Under the Secure 2.0 Act, most companies will have to auto-enroll new employees into these plans. 
PBN PHOTO/­MICHAEL SALERNO

Secure 2.0 Act could help workers save for retirement

For around half of Americans, retirement isn’t as restful as its moniker implies – if they can achieve retirement at all. “We do deal with...

Weston: Safer ways to raid your retirement, if you have to

Raiding your retirement accounts can be expensive. Withdrawing money before age 59½ typically triggers income taxes, a 10% federal penalty and — worst of...

Fidelity: Record retirement savings rates continue despite falling stock market

PROVIDENCE – A volatile stock market hasn’t deterred people from socking away money for retirement, with 401(k) savings rates at record levels despite market-induced...
MONEY CONCERNS: When Janet Tanury was forced to temporarily close her clothing boutique in the spring because of the COVID-19 pandemic, she stopped making contributions to her retirement account.  / PBN PHOTO/RUPERT WHITELEY

More people resorting to raiding their nest egg

Janet Tanury had been dutifully putting away money for retirement for years and was even considering doubling her contribution. Then, COVID-19 hit, shutting down Botticelli...
James Worrell

Poor management sparks company retirement plan lawsuits

While today’s economy appears strong following years of a rising stock market and solid gains by bonds, economists’ predictions of a recession could lead...
BROWN UNIVERSITY says it's willing to pay $3.5 million to settle a class-action lawsuit filed by participants of the university's 403(b) retirement plans. The plaintiffs accuse Brown of not meeting its fiduciary duties. / COURTESY BROWN UNIVERSITY

Brown to pay $3.5M in settlement of lawsuit over retirement...

PROVIDENCE – Brown University has agreed to pay $3.5 million to settle a class-action lawsuit that alleged the university breached its fiduciary duties in...

Jamie Worrell of Strategic Retirement Partners Named to 2018 Financial Times...

For the third time, James (Jamie) Worrell was included in the Financial Times 401 Top Retirement Advisers. The list recognizes top financial advisers who...
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