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Found 73 Articles.
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8 Key Retirement Questions

April 9, 2014

Economist James Poterba of MIT, whom I’ve quoted in the past, recently made a presentation at a conference on the key questions everyone should ask before retirement. This post from Forbes reviews the questions and some information you should have before answering the questions. As for Social Security, it remains (at least this election year) […]

More Confidence About Retirement, But Why?

March 19, 2014

Americans are feeling a bit more confident about their prospects for a financially secure retirement, according to the annual Retirement Confidence Survey from the Employee Benefit Research Institute. Americans on the whole still aren’t confident about retirement, and those with confidence still are much lower than at the peak before the 2008 crisis. Confidence seems […]

Update on the Retirement Crisis

March 5, 2014

More Americans aren’t financially prepared for retirement. I’m sure that doesn’t come as surprising news to you. But it’s the conclusion from two reports that are updated annually. The Center for Retirement Research at Boston University publishes its National Retirement Risk Index, and the Employee Benefits Research Institute publishes its Retirement Readiness Rating. You can […]

Retiring with Forbes – the Forbes Annual Retirement Guide

February 18, 2014

Forbes’ annual retirement guide is out. As usual, it contains a lot of sensible and innovative advice. Most major media retirement presentations contain basic, traditional information, a good deal of which is outdated. You don’t see that in the annual Forbes review. Of course, it’s not a comprehensive guide. It provides new ideas in certain […]

The Latest Retirement Magic Number

February 4, 2014

How much money do you need to save for retirement? It’s an easy question that’s hard to answer. It involves predicting the future, so a number of assumptions have to be made about the future. How long you’ll live and the rate of inflation are not the least of them. The latest work on the […]

Two Stories of Retirement

December 18, 2013

This long article from tells the story of a father a daughter. The father is in his 80s and living well off his pension and savings. His daughter is 61 and barely making it financially. The story is sad but tells the tale of how retirement can turn out very differently based on timing […]

Protecting Seniors from Wall Street

July 12, 2013

Since the Federal Reserve adopted its zero interest rate policy, post-career Americans have been searching for different ways to earn higher income on their investments. Wall Street responded with a range of new investment products. The questions are: Do the people buying these investments fully understand them, and are the investments appropriate for the buyers? […]

Miscalculating Retirement Needs

May 29, 2013

Most people report that they are financially prepared for retirement, yet most economists and financial advisors say they aren’t. Why the discrepancy? A recent poll from Charles Schwab & Co. has a clue. Schwab polled wealthy workers and found that 80% of those making $115,000 annually believe that in retirement they’ll spend only $66,000 annually. […]

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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