In the News • May 18, 2016
“Couples nearing retirement have to make key decisions about where and how to live, as well as how to ensure that any pension or annuity payments go to the survivor and how to maximize Social Security for both when one spouse is the bigger earner. If you anticipate a retirement-income shortfall, working longer is often […]
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 […]