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Found 73 Articles.
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Wealth and Poverty among Seniors: Old Folks Aren’t So Bad Off

August 3, 2017

For years researchers and policy analysts have used government data to show that the over-65 part of the population isn’t doing well financially. The data drove government policy, among other things. This report says that data wasn’t too accurate. The data collection method resulted in significant assets and sources of income being undercounted. Older Americans […]

Evaluating Health Savings Accounts

June 29, 2017

The Health Savings Account (HSA) is one of the best retirement planning vehicles available, perhaps the best. It has tax advantages at every phase of the life cycle. It also helps you save for one of teh largest retirement expenses: medical care. Morningstar recently evaluated some of the largest HSA providers. It found only one […]

FINRA Senior Helpline Marks 2nd Anniversary

April 24, 2017

Over $4.3 million in voluntary reimbursements have been made to seniors thanks to calls to Financial Regulatory Authority (FINRA) senior helpline, FINRA announced on the second anniversary of the helpline. As we discussed in Retirement Watch in the past, anyone can call the helpline to alert FINRA to fraud or abuse against senior citizens. The […]

Midlife Crisis at 90 Years of Age?

March 2, 2017

This psychiatrist says that the traditional midlife crisis hasn’t been established by data (subscription might be required) but that in his practice he’s found more elderly are having episodes with the earmarks of a midlife crisis. He says these episodes usually are triggered by a series of losses and other events that are too much […]

The Retirement Crisis and Course Corrections

February 17, 2017

Many surveys and reports indicate that a high percentage of Baby Boomers aren’t financially prepared for retirement. This leads to discussions of how bad things will be for these future retirees. This survey has a different result. It found, as the others have, that a low percentage of Baby Boomers have their retirement finances in […]

For Those Turning 80

January 5, 2017

The essayist Joseph Epstein is turning 80 years old and, naturally, wrote an essay about it. It has some wit, insight, and, of course, grumpiness. Some of the reflections are personal, while others generational. My generation grew up with memories of the country’s one good war—World War II—hummed the sophisticated music of the Gershwin brothers, […]

Opportunities for Phased Retirement

January 4, 2017

More and more companies are giving employees a choice in addition to continuing to work full-time or retiring full-time. The phased retirement plans allow a long-term employee to switch to part-time work. That allows the worker to ease in to retirement and maintain the structure and social contacts of work. It also lets the company […]

The New Rules of Retirement

November 23, 2016

You might like my book, The New Rules of Retirement, revised edition. I can help you plan for later years, regardless of your age. It also makes a great gift for friends and loved ones. It covers all the financial issues of retirement and retirement planning. You can think of it as “The Best of […]

March 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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