“Optimizing” the Roth IRA
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way...
How Many and Who Are They? – Center for Retirement Research
Two recent reports on family caregivers capture the size and nature of caregiving activity. In terms of the number of...
Will Retirees Use their $14.39 Trillion in Home Equity for Income? A Back Up Plan? As Inheritance?
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KFF Health News: Solving the Home Care Quandary
January 08, 2026 KFF Health News: Solving the Home Care Quandary You’re ready to leave the hospital, but you don’t...
Why Does Australia’s Retirement System Outrank America’s? – Center for Retirement Research
Our Social Security program is well-structured, but with one major flaw. I’ve been scratching my head since President Trump announced...
8 Reasons Why Financial Resolutions Fail (and What Actually Helps)
Every year, millions of people make financial resolutions: save more, spend less, get out of debt, finally “get serious” about...
How Much Are Emergency Expenses for Retirees and Are They Prepared? – Center for Retirement Research
The brief’s key findings are: People of all ages need emergency savings, but researchers tend to focus on the working-age population. In...
15 Easy Tips for Making the Best Decisions
Signing up for Social Security is simple. However, finding the right Social Security strategy for you can be complicated, but...
Who Claims Social Security While They Are Still Working – and Why Do They Do It? – Center for Retirement Research
Social Security was originally intended for retirement. Many older people, however, report receiving both wages and Social Security benefits. That...
