Category: Financial Security 2014

11/18/2014 - Retirement’s changing expectations

Studies show that what people expect regarding retirement doesn’t often match what really happens. To that point, the Employee Benefit Research Institute has just issued a report about the gap between expected and actual retirement. Coupled with a retirement confidence survey released earlier this year, EBRI is matching reality with expectation. Read the full article… Read more 11/18/2014 - Retirement’s changing expectations

11/14/2014 - Choosing to Live Abroad in Retirement

Choosing to leave the United States when you are younger and still working can be tough enough. But older Americans who are relocating in retirement to a new country with a foreign-national partner or spouse potentially face even greater challenges as they create new social networks while also learning another language and culture, and integrating… Read more 11/14/2014 - Choosing to Live Abroad in Retirement

11/14/2014 - Why Phased Retirement May Become the Hottest Boomer Benefit

Older federal workers will be able to work part-time before retiring. Other employers are likely to follow. Read the full article at Time.

11/10/2014 - Shifting Retirement Security Paradigms

The Retirement Security Project at Brookings recently released a new research paper by Katharine G. Abraham of the University of Maryland and National Bureau for Economic Research and Benjamin H. Harris of Brookings. “Better Financial Security in Retirement? Realizing the Promise of Longevity Annuities” discusses the potential for longevity annuities to impact retirement security, examines… Read more 11/10/2014 - Shifting Retirement Security Paradigms

11/5/2014 - Will your brothers and sisters help care for your parents?

Sometimes, sibling rivalry never really goes away, it just goes underground. And when it resurfaces in adulthood over the care of aging parents, the stakes are much higher than who has the best report card or plays with the favorite toy. Read the full article at MarketWatch.

11/5/2014 - Should you pay off your mortgage when retiring?

According to a new report, Baby Boomers & Their Homes: On Their Own Terms – released last week by The Demand Institute, a think tank jointly operated by The Conference Board and Nielsen, Baby Boomers are carrying much more mortgage debt than earlier generations at this life stage. Read the full article at USA Today.

11/3/2014 - Don’t let your parents make these social media mistakes

Parents have a hard enough time protecting their children from social media miscues, ID theft and the like. And now that nearly six in 10 Americans ages 65 or older are online, adult children increasingly have to worry about protecting their parents from all that could wrong in the digital world. First, consider that what… Read more 11/3/2014 - Don’t let your parents make these social media mistakes

10/31/2014 - How Seriously Should You Take Retirement Savings Calculators?

The short answer: very seriously. But many Americans aren’t saving enough – or anything at all. Read the full article at U.S. News and World Report.

10/28/2014 - Americans Are Living Longer Than Ever. And That May Kill Your Pension

With more workers likely to reach age 90, employers will have to step up their pension funding. Or, more likely, hand you a lump sum instead. Read the full article at Time.

10/27/2014 - Encore careers: A second chance at both profit and purpose

Whether it’s for financial reasons or a chance to try something new, more baby boomers are embarking on an encore career—a second professional act that can bring in not only money but often the fulfillment that may have been lacking the first time around the career bend. Read the full article at CNBC.