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Looking at Retirement Regrets
Kiplinger contributor Curvin E. Miller IV takes a look at several of the most common regrets expressed by retirees in this post on wealth.kiplinger.com. His analysis is provided as a learning tool for those looking ahead to their retirement years; in…
Millennials and Retirement Planning
A study conducted recently by market research and consumer information firm GfK for Wells Fargo’s Wealth and Investment Management Market Research Center produced a comprehensive overview of retirement planning attitudes and preparedness among the millennial generation (those born from the early-1980s to the…
Medicare’s Ban on PA and NPs May Soon be Lifted
The Centers for Medicare and Medicaid Services has published a proposed rule to amend the Program of All Inclusive Care for the Elderly (PACE) banning physician assistants and nurse practitioners from caring for Medicare patients in their homes. Read article…
Protecting Your Social Security Number from Identity Theft
(Source – Social Security Matters) Every year, millions of Americans become victims of identity theft. Identity theft occurs when someone steals your personally identifiable information and pretends to be you. They can use this information to open bank or credit…
Disability and Marriage–Some Complicating Rules
For those receiving disability payments from Social Security and contemplating marriage, it’s wise to get a thorough understanding of the rules governing payments to married couples. An article by writer Mike Ervin posted on www.progressive.org describes a situation encountered by one…
The Standard of Living in Retirement
A lot of the discussion surrounding this election season centers around the current standard of living for retirees. Half of Baby Boomers expect their standard of living to decrease significantly once they retire. Many are still recovering from the Great…
The Last Baby Boomer Election
This coming election is all about the Baby Boomers, from the candidates to the voters. Millennials have just taken over as the largest living generation in America, but Boomers are still expected to make up the largest demographic of voters…
The Election and Social Security – Looking for Details
The 2016 presidential election is only about 10 weeks away at this point, and the voting public is anxiously awaiting details on how the major candidates will approach the major issue of Social Security. From changes to benefit levels to action…
More on the “Retirement Crisis”
The continually-debated issue of an impending crisis in retirement financing in the years ahead, and the related argument about the role that deferred compensation plans (401k plans, principally) play in either helping or hurting the situation, are discussed in a…
In defense of 401(k) plans
Andrew Biggs, Forbes contributor and resident scholar at the American Enterprise Institute, provides an analysis of the manner in which the availability of deferred compensation plans like 401(k) plans play a key role retirement financing. Biggs’ article is in answer to…