Melissa Shaw | Source | Wealth Management Advisor at TIAA
Melissa Shaw
Melissa has been a Wealth Management Advisor at TIAA and has 12 years of experience in the financial services industry.
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TIAA
Wealth Management Advisor
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Retired and still paying a mortgage? You may want to reconsider
Is it a bad idea for retirees to own homes? Research shows anyone who takes a mortgage into retirement could be in trouble.
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Many Americans Aren’t Saving for Retirement at All — See How the Numbers for Boomers, Gen Z and Millennials Break Down
If you haven't started saving for retirement, you're not alone. More people than you might realize are also in this situation. See: 7 Ways Baby Boomers Are Wasting Money in Retirement -- and How To...
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Required minimum distribution mistakes to avoid
Common mistakes include withdrawing the wrong amount and forgetting to take your RMD
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“Taking the RMD is a routine task for many retirees, but there are specific situations where more consideration should be given to your options,”
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“The fact that 63.39% of respondents have between nothing and $10k saved for retirement should concern us all, but the survey results may not tell the whole story.”
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"Considering the tough year for the markets, the chorus of the 'death of the 60/40' portfolio tends to get louder, but the traditional 60/40 portfolio could still make sense for pre-retirees. Clients are advised to consider their risk tolerance, their overall financial health and their need for income from the portfolio to have a more thorough picture of whether the 60/40 mix makes sense for their financial goals."