In the News • May 6, 2016
“Meet Howard and Jean, an older couple I know, who like so many Americans of the “greatest generation” plugged into the New Deal world that promised a secure lunch pail for the middle class. Howard is a World War II veteran who became a mechanic; when he was younger he worked on automobiles for a […]
In the News • April 13, 2016
Article featured in Wall Street Journal. Read the article.
In the News • March 30, 2016
“If you take the numbers at face value, it may seem like the wage gap between women and men isn’t as big of a deal as it used to be. A recent report from The American Association of University Women found that in 2014, American women who worked full time made only 79% of what men made. […]
In the News • March 29, 2016
“California thinks it has a solution to Americans’ woeful preparation for retirement: a near-universal 401(k) plan. The state legislature on Monday received recommendations from a state board related to the creation of the California Secure Choice Retirement Plan—in essence a 401(k) plan operated by the state that’s available to private-sector employees whose employers don’t provide […]
In the News • March 28, 2016
“California has taken a step closer to becoming the first state to make retirement savings accounts a near-universal benefit for workers with a plan that lawmakers hope will help ease an expected massive shortfall in retirement savings. A state board Monday sent a set of recommendations to the Legislature calling for the creation of the […]
In the News • March 21, 2016
“All the Single Ladies, All the Single Ladies: Start planning now for your financial future! A much-anticipated report released Tuesday shows the roughly 55 million single women in the U.S. are in a far more precarious position than married women – as well as all men – when it comes to retirement savings. As a […]
In the News • March 21, 2016
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In the News • March 3, 2016
“A flurry of studies out in recent days reveal a dramatic split between pre-retirees (nervous, not planning enough, eager for help from their employers) and the retired (things are fabulous for us, mostly). “It’s a story of two retirements,” said Marcy Keckler, vice president of financial advice strategy at Ameriprise, whose firm released the research […]
In the News • March 2, 2016
“Women must stretch fewer dollars over more years than men, leaving them 80% more likely to wind up in poverty at age 65 and older, according to a report released Tuesdayby the National Institute on Retirement Security. Some 9% of U.S. women age 65 and older — and 5% of men — live at or […]