Monthly Archives: March 2015

Retirement Assets Total $24.7 Trillion in Fourth Quarter 2014

According to Investment Company Institute, Total U.S. retirement assets were $24.7 trillion as of December 31, 2014, up 1.7 percent from $24.2 trillion on September 30, 2014, and up 6.0 percent from year-end 2013. Retirement assets accounted for 36 percent of all household financial assets in the United States at the end of the fourth quarter of 2014. Out of the total $24.7 Trillion, about $14 Trillion is in Defined Contribution (401k, 403b, ….) and IRA assets.

Is this a big number? Heck, yes.

How about when you divide it by a couple of hundred million?

Financial Times / Merrill, Raymond James Turn to Health-Planning Apps

On March 12, 2015, Financial Advisor IQ, a service of Financial Times published an article on the importance of retiree healthcare expense planning. In this article, author Murray Coleman also interviewed an advisor who uses GoWealthPro’s Retiree Healthcare Planner™. Read the article at

GoWealthPro Makes Its Retiree Healthcare Planner™ Free to Financial Advisers

Financial advisers can easily estimate their clients’ overall healthcare expenses for Free and offer effective retirement income solutions.

Financial planning technology leader GoWealthPro is making its recently upgraded Retiree Healthcare Planner™ software FREE for all financial advisers. Financial advisers use this software to estimate clients’ lifetime healthcare expenses based on location and high-level input on lifestyle, health history, and preferences on type of healthcare. This will help advisers tackle the single largest retirement expense item for most clients…
Read the full press release at