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On Planning

Gregg Greenberg joined InvestmentNews as multimedia anchor and retirement & planning editor after spending the past four years as the GM of Media at the C-Suite Network.

Watch Gregg’s latest videos on our playlists for IN the Nasdaq, IN the Office, and all videos.

Displaying 29 results

Topic

Gold investors watch and wait through yellow metal’s ‘summer lull’

Gold has been hovering around $2,000 an ounce since the start of 2023, failing to break out in the face of repeated Fed rate hikes.

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Tony Soprano’s guide to a secure retirement

If things are getting better on the retirement front, or at the very least not getting worse, why all the glum faces?

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529 Day is a reminder not to play hooky saving for your kids’ education

Of all the holidays we observe, both real and faux, 529 College Savings Day is the one that counts the most, in our humble opinion.

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Retirement battle Round 3: Boomers respond, along with everyone else

The torrent of emails we received from members of all generations in response to 'Boomers bite back' was something we'd never experienced before.

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State auto-IRAs are flying high in 2023

Several states will once again be pressing for the establishment of new state-run auto-IRA programs during their legislative sessions this year.

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Boomers bite back: Don’t blame us for retirement ‘Road to Nowhere’!

A column warning future generations not to follow baby boomers' lead when it comes to retirement planning elicited a fiery response from boomers.

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Why retirees still require rainy day funds

J.P. Morgan’s experts advise those in retirement to set aside three to six months of income to prepare themselves for major life, health or financial surprises.

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Future generations better not follow boomers down retirement ‘Road to Nowhere’

Statistics show the baby boomers have median retirement savings of just $144,000 — at a time when Americans keep living longer.

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Retirement plan reviews: Ignore the noise and carry the tune

As plan sponsors and plan advisors do their annual reviews of company retirement plans, they’ll spend a significant chunk of their time and energy coming to terms with 2022 before seriously looking ahead to the opportunity that is 2023.

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An InvestmentNews salute to the ‘Notorious MBF’

InvestmentNews subscribers have been able to count on Mary Beth Franklin’s weekly column for intelligent and compassionate answers.

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Hurricane Ian and the new retirement risk

In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor 'Florida risk' into their retirement decision-making.

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Market pain boosts case for adding alternatives to retirement accounts

An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.

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Where will crypto head this fall?

Investors are debating whether to hold or not to hold cryptocurrency in their IRAs or 401(k)s ahead of Wall Street's traditionally volatile fall season.

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How advisers can stop family members from fleecing elderly relatives

Roughly two-thirds of the abusers are family members, often the victim’s spouse, adult children or grandchildren.

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Time for investors to get ‘real’ about retirement

Real assets such as real estate, natural resources and infrastructure provide additional diversification benefits, with some returns outpacing traditional asset classes in an inflationary environment.

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All rise! 401(k) legal battles set to surge in second half of year

A couple of major court rulings may lead to more litigation related to defined-contribution retirement plans.

Topic

Ride the annuity bull market (while you can)

The first half sell-off in both stocks and bonds has opened the door for annuities and those selling them.

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A ‘purple’ retirement issue everyone can agree on

Auto-IRAs are the perfect solution for states to help private sector workers save for retirement. Even better, they're bipartisan.

Topic

Quitting work is great, but don’t forget about saving

The Great Resignation continues to produce record quit rates, which makes it a good time to think about 401(k)s and other job benefits.

Topic

That student loan crisis is about to get real, again

Federal student loan borrowers have been clear that they are in no shape to start making payments again.