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6/25/2014 - Should millennials plan retirement the way boomers did? (MarketWatch)

Saving for — and even defining — life after work can vary greatly among generations. Financial strategies to achieve retirement goals reflecting these generational differences often require age-suitable customization. Read the full article at MarketWatch.

6/25/2014 - Undoing a hasty Social Security claiming decision (Investment News)

You have a new client in their late 60s who recently learned about the benefits of delaying Social Security benefits, and they come to you for advice. The problem: they have already started collecting Social Security benefits. The new clients want to know if they can reverse their decision and, if so, at what price.… Read more 6/25/2014 - Undoing a hasty Social Security claiming decision (Investment News)

6/23/2014 - Bogle Pitches Federal Retirement Oversight (Wall St Journal)

Vanguard Group founder Jack Bogle argues for a new federal body to approve products offered in the retirement sector — a Federal Retirement Savings Board. He also proposed limiting the amount that the highest-paid executives could put into tax-advantaged accounts. Read the full article at the Wall Street Journal (subscription required).

6/21/2014 - How Inherited Wealth Helps the Economy (NY Times)

Is inherited wealth making a comeback? Yes, says Thomas Piketty, author of the best seller “Capital in the Twenty-First Century.” To be sure, one can poke holes in Mr. Piketty’s story. But it raises the question: So what? What’s wrong with inherited wealth? Read the full article at the New York Times.

6/18/2014 - Save Thousands of Dollars by Delaying Retirement Just 5 Years (Main St)

This is not about Social Security. While retirees can draw benefits at age 62, delaying benefits to full retirement age – generally around age 65, depending on your date of birth – will boost your monthly Social Security check. But there is another way to pad your retirement budget, and it’s all about health care.… Read more 6/18/2014 - Save Thousands of Dollars by Delaying Retirement Just 5 Years (Main St)

6/17/2014 - Retirement: Is the 4% solution right for you? (MarketWatch)

There’s nothing simple about figuring out what percentage of your savings you can safely withdraw each year in retirement. You want to avoid outliving your money while also making sure you aren’t unnecessarily frugal. But the “4% rule” appears to offer an elegant solution to a complex question. Read the full article at MarketWatch.

6/16/2014 - Why millennial women don't save (CNBC)

Millennials have it bad, from student loan debt to a sluggish job market to cutting commentary about their arrogance and entitlement. But millennial women have another problem: They aren’t saving, or at least not nearly as much as their male counterparts. Read the full article at CNBC.

6/15/2014 - What to Consider Before Retiring Out of State (Wall Street Journal)

Living in California, I often hear how expensive it is to live here, primarily because of higher taxes. But I’ve started to debunk that myth for my clients, and provide them with some information about what they need to consider before retiring out of state. Read the full article at the Wall Street Journal.

6/13/2014 - How to calculate your personal balance sheet (MarketWatch)

What do you own and what do you owe? To figure out where you stand financially, you need to know your net worth — and yet that number is surprisingly difficult to calculate. Your assets are more than just your home and your investments, while your liabilities extend beyond your mortgage and other debts. Read… Read more 6/13/2014 - How to calculate your personal balance sheet (MarketWatch)

6/12/2014 - Working into retirement: What Washington can do (The Hill)

Seven out of 10 pre-retirees expect to work well into their retirement years, according to a new survey. Washington can adjust to this trend by changing policies that encourage Americans to retire early. Read the full article at The Hill.