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Easing the Looming Retirement Crisis: “Falling Short” Co-Author Offers His Insights
American workers today are living longer, which is certainly great news. But that longevity is adding to an already major income gap between what most retirees will need and what they are able to save. Bridging that income gap is at…
Listen Up: These 10 Changes to Financial Rules Could Impact You in 2015
Welcome to 2015 — now is a good time to examine the financial changes that will impact you in the days ahead. And it’s mostly good news — some of these changes can put more money in your pocket in 2015.…
Social Security Claiming Strategies
There’s a great need in our industry for education about optimal Social Security claiming strategies. Clients often want to claim early, but they seldom consider how taxation will impact the overall size of their benefit and the longevity of their…
CBO Report: Social Security Going Bankrupt Faster Under Obama
At a town hall meeting in Columbus, Ohio in 2010, President Barack Obama ensured the worried audience that “Social Security is not in crisis.” Obama was wrong. Not only is Social Security in the worst shape it has ever been in, a recent Congressional…
OIG: Medicare payments for hospice care need reform, accountability
Medicare payments for hospice care carried out in an assisted living facility (ALF) more than doubled from 2007 to 2012, raising questions about the incentives that Medicare provides for hospice care, according to a report from the Office of Inspector…
January 29, 2015) NCD Policy Briefing: “Securing the Social Contract: Reforming Social Security Disability”
Please join us for a policy briefing and report release on the topic of reforming Social Security disability benefits in a manner aligned with the goals of the Americans with Disabilities Act (ADA) — equality of opportunity, full participation, independent…
How to Balance Saving for Retirement With Saving for Your Kids’ College Education
It’s a uniquely Gen X personal finance dilemma: Should those of us with young children be socking away our savings in 401(k)s and IRAs to make up for Social Security’s predicted shortfall, or in 529s to meet our children’s inevitably…
New CSI fund established by Geraldo Rivera to aid programming in social work and disability studies
STATEN ISLAND, N.Y. — The College of Staten Island and those with developmental disabilities will be the beneficiaries of a significant investment by Geraldo Rivera, the man who helped expose the abuses of the former Willowbrook State School, where the…
Businesses Try To Stave Off Brain Drain As Boomers Retire
In the U.S., roughly 10,000 people reach retirement age every day. And though not everyone who turns 62 or 65 retires right away, enough do that some companies are trying to head off the problem. Dave Tobelmann, who for 33…
Congratulations, Speaker Boehner – now let’s really get to work
Last week, Rep. John Boehner (R-Ohio) retained his role as Speaker of the House of Representatives despite an unfortunate attempt at a leadership coup by a handful of his colleagues. Indeed, conservatives have found opportunities to criticize House Republican leadership,…