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6/18/2014 - Record cutbacks at Social Security as retirement claims surge

by on June 18, 2014 4:48 pm
As the gradual retirement of the Baby Boomers foists more people onto its rolls than ever before, the Social Security Administration (SSA) has been reducing services and shuttering field offices at a record clip, according to a report released Wednesday by a bipartisan Senate committee. Read the full article at CBS News.
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6/17/2014 - 6 Steps To Save For Retirement

by on June 18, 2014 12:10 am
Everyone knows they should save for when they are no longer working, but how? Josh Patrick, founding principal of Stage 2 Planning Partners in South Burlington, Vt, boils this essential goal down to a half-dozen steps. Read the full article at Forbes.
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6/17/2014 - What will your work in retirement look like?

by on June 17, 2014 5:39 pm
Many people say they want to work in their retirement years, but they don’t give much thought to what that work could look like. As a result, saying you plan to work in retirement might be no more than a hope. Read the full article by Stanford Center on Longevity research scholar Steve Vernon at CBS… Read more 6/17/2014 - What will your work in retirement look like?
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6/16/2014 - Why millennial women don't save

by on June 16, 2014 6:54 pm
A recent study by Wells Fargo found that 61 percent of millennial men have started saving for retirement, compared with 50 percent of millennial women. Only 41 percent of millennial women are satisfied with their savings level, compared with 58 percent of millennial men. Read the full article at CNBC.
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6/16/2014 - Why millennial women don't save (CNBC)

by on June 16, 2014 6:13 pm
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.
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6/15/2014 - What to Consider Before Retiring Out of State (Wall Street Journal)

by on June 16, 2014 6:10 pm
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.
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6/13/2014 - How to calculate your personal balance sheet (MarketWatch)

by on June 16, 2014 6:09 pm
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)
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6/16/2014 - Retirement moves make a comeback

by on June 16, 2014 6:02 pm
Retirement moves, which dropped sharply during the worst of the recession, are making a comeback. Read the full article at USA Today.
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6/16/2014 - Aging In The Startup World

by on June 16, 2014 5:59 pm
There’s a funny thing about age in business. It swings quickly between being your greatest asset and seemingly overnight, a major liability. It’s a factor on all sides of the table. Despite the lesson that we learned in Kindergarten about “not judging a book by its cover,” we all do it. Age impacts fundraising, business… Read more 6/16/2014 - Aging In The Startup World
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6/15/2014 - A new generation of ‘Golden Girls’ embrace communal living as they get older

by on June 15, 2014 6:47 pm
Most Americans would prefer to stay in their own homes or communities for as long as possible as they age, according to surveys. But this can be difficult, especially for people who find themselves single after a divorce or the death of a spouse. Today’s older adults often have higher mortgages and more debt than… Read more 6/15/2014 - A new generation of ‘Golden Girls’ embrace communal living as they get older