How Has the Variance of Longevity Changed Over Time? – Center for Retirement Research
Executive Summary The unpredictability of one’s lifespan is a major difficulty in retirement planning and provides the impetus for insurance...
Financial Goals and Resolutions: Prepare for a Great 2025 and Beyond
Happy New Year! What better time for setting financial wellness goals and resolutions? Here is a great list of potential...
Do Stock Holdings Reflect Individual Risk Preferences or the Growing Use of Target Date Funds? – Center for Retirement Research
I suspected most financial assets were in 401(k) plans and most 401(k) holdings were directed by target-date funds, but the...
Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)
In 2024, our mission was to empower you to confidently take control of your financial future, enabling bold choices that...
Medicaid Is Crucially Important to Older Americans, but Can It Handle a Rapidly Aging Population? – Center for Retirement Research
Needs may be unmet or larger burdens may fall to families. Medicaid is the nation’s publicly financed health and long-term...
Which Long-Term Care Support Policies Are Best for Caregivers? – Center for Retirement Research
The brief’s key findings are: Family caregivers are vital to meeting the long-term care needs of older adults, but it means financial...
How and Why to Pass on Financial Values to Your Heirs
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy...
Is it Worth the Cost?
Curious readers can download the Dividend Kings spreadsheet for free. Dividend Kings are 50+ stocks that have paid and increased their...
Report Paints Picture of Care Workers in the United States – Center for Retirement Research
This post was written by Harry Margolis, a new contributor to the Squared Away Blog. I’ve been ringing the alarm...
Best Financial and Retirement Articles from 2024
Scroll down to explore the top 25 articles from 2024. Wealth, Roth mistakes, retiring early, rules, average net worth, and...