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4/24/2015 - As Cognition Slips, Financial Skills Are Often the First to Go (The New York Times)

Studies show that the ability to perform simple math problems, as well as handling financial matters, are typically one of the first set of skills to decline in diseases of the mind, like Alzheimer’s, and Ms. Clark’s father-in-law, who suffered from mild dementia, was no exception. Research has also shown that even cognitively normal people may… Read more 4/24/2015 - As Cognition Slips, Financial Skills Are Often the First to Go (The New York Times)

4/24/2015 - Why the retirement savings crisis is also a women's crisis (The Washington Post)

 The retirement savings crisis is enormous. By some estimates, Americans are under-saved by up to $14 trillion. This number may in fact be understated, because it assumes Social Security and Medicare solvency – a big if. And the solutions to this problem are generally assumed to be a real negative for the economy. But here’s the dot… Read more 4/24/2015 - Why the retirement savings crisis is also a women's crisis (The Washington Post)

4/26/2015 - Make way for the millennials, America's economic force of the future (The Dallas Morning News)

The roughly 74 million millennials, including 6.3 million in Texas, will have a profound economic effect as more baby boomers retire. They’ll spend more money on new technology, they’ll start the next Google, and they’ll become the main breadwinners for their families.But some of their distinct characteristics may delay their full impact. Millennials — also… Read more 4/26/2015 - Make way for the millennials, America's economic force of the future (The Dallas Morning News)

4/26/2015 - Plan on not working past 65 (USA Today)

Plan on working past age 65? If so, you better have a backup plan. Consider: More than one in three workers (36%) say they plan to retire after age 65, according to a study conducted by Greenwald & Associations and published this week by the Employee Benefit Research Institute (EBRI). And that figure is up threefold from 1991, when… Read more 4/26/2015 - Plan on not working past 65 (USA Today)

4/26/2015 - Parents and Millennials Agree: Best to Save Early (USA Today)

Parents and their kids don’t always see eye to eye. But a new survey says both agree that advice to start saving as soon as possible is the most critical financial tip parents have given their Millennial offspring.That’s according to a USA TODAY/Bank of America Better Money Habits survey of 1,000 Millennials, 18-34, and 1,005… Read more 4/26/2015 - Parents and Millennials Agree: Best to Save Early (USA Today)

4/25/2015 - 5 things you need to have a successful retirement (MarketWatch)

You’re either part of the 58% of workers who are at least reasonably confident about having enough money for retirement, or you’re in the parts of the populace that are significantly more nervous about their future. You either have a financial plan, which is boosting your confidence, or you lack a plan, which is holding… Read more 4/25/2015 - 5 things you need to have a successful retirement (MarketWatch)

4/23/2015 - Many Millennials on Track for a Secure Retirement (ThinkAdvisor)

“There are some encouraging signs that millennials are saving at an appropriate rate,” said Ed Farrington, executive vice president, Retirement and Business Development at Natixis, which recently published the results of its Global Retirement Security Index. Natixis surveyed approximately 1,000 individuals for its recent study, including pre-retirees, Gen-Xers, and millennials. As part of the survey,… Read more 4/23/2015 - Many Millennials on Track for a Secure Retirement (ThinkAdvisor)

4/21/2015 - Retirement Planning Should Consider the Unexpected (PlanAdviser)

Sixteen percent of workers in the 2015 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) say the age at which they expect to retire has changed in the past year, and of those, the large majority (81%) report their expected retirement age has increased. Just 9% of workers say they plan to… Read more 4/21/2015 - Retirement Planning Should Consider the Unexpected (PlanAdviser)

4/22/2015 - Pensioners risk overestimating Social Security benefits (Reuters)

Some U.S. workers who have paid into the Social Security system are in for a rude awakening when the checks start coming: Their benefits could be chopped up to $413 per month.That is the maximum potential cut for 2015 stemming from the Windfall Elimination Provision (WEP), a little-understood rule that was signed into law in… Read more 4/22/2015 - Pensioners risk overestimating Social Security benefits (Reuters)

4/22/2015 - Married Workers Save the Most for Retirement (BenefitsPro)

Not just gender, but marital status figure into whether someone is saving enough—if at all—for retirement.That’s according to the 2015 Retirement Confidence Survey from the Employee Benefit Research Institute, which found that not just the act of saving for retirement, but the rate of saving is higher among married workers than any other segment of the… Read more 4/22/2015 - Married Workers Save the Most for Retirement (BenefitsPro)