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The “Retirement Lie” and Its Impact on You
Today’s retirement finance scenarios are quite different from what many folks expected, and there are several reasons for it. One of the biggest, though, is the issue of tax rates and the assumption many folks made that their tax rates…
Some Thoughts of Ensuring More Income in Retirement
It’s no secret that living on a fixed income can be stressful. So, why not do all you can, as early as you can, to make your fixed income as high as you can? Tha Motley Fool’s Selena Maranjian offers ten…
AEI Schedules Program on Poverty and the Social Safety Net
American Enterprise Institute visiting scholar Dr. Bruce D, Meyer is scheduled to lead a panel of experts July 10 as they discuss Dr. Meyer’s recent research on extreme poverty, how it interacts with the social safety net, and how it…
Another Attempt to Kill the “Politicians Raided Social Security” Rumor
It’s been around for a long time, and many of you have probably heard friends and neighbors lament the saga of all the money being “stolen,” pilfered,” “raided,” (supply your own verb) from Social Security by politicians over the years.…
Social Security’s Place in Your Five-Year Plan
If you’re in your late-50s or early 60s, you’ve probably begun to sense the pages on the calendar turning faster each day. And as a result, you may be starting to focus attention some basic financial planning steps. Many folks at…
The Impact of Stopping Work Before Claiming Benefits
In a Q&A post on forbes.com, contributor Larry Kotlikoff answers a question from a reader who left the workforce at age 63 but has not yet filed for benefits. His question dealt with the impact that this early exit from the…
Don’t Let Reports of Social Security’s Demise Guide You
The long-term solvency of Social Security has been in the news quite a bit lately. Attention on the issue ramps up with each year’s publication of the Social Trustees Report and the dire warnings contained in it–forecasts of the program’s…
Providing Medicare and Medicaid home health benefits stabilize care costs for older beneficiaries
According to a new analysis from the Commonwealth Fund providing extended home health benefits for dual-eligible Medicare and Medicaid beneficiaries is likely to stabilize care costs for public payer programs. The researchers reviewed healthcare costs and outcomes for Maryland’s Medicaid…
Couples: Retirement Planning is a Joint Responsibility
Many couples seem to be uncomfortable with “the talk” (about retirement finances), or perhaps unsure of how to actually focus on “the talk,” and that could be devastating to their long-term future. But the need to focus on savings, Social…
Long Term Care: The Potential Impact on Retirement Finances
InvestmentNews contributing editor Mary Beth Franklin, one of the leading voices in retirement planning, has assembled an insightful article concerning the issue of Long-Term Care financing and the financial impact this can have on one’s retirement finances. Although written as…