Households’ Plan for Long-Term Care Often Do Not Reflect Reality – Center for Retirement Research
For those who start with $100,000, Medicaid is not an easy option. As part of an extended study on the...
How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom
If you are in your 40s, 50s or 60s, you are probably hoping to find the fountain of youth and...
Investing in “Uncertain” Markets
The Pittsburgh Steelers won four Superbowls in the 1970s — a legendary run. My Uncle was a diehard Steelers fan...
Millions to Lose Health Coverage if ACA Tax Credits End – Center for Retirement Research
If providing healthcare to more Americans is the goal, the COVID-era tax credits for people buying insurance on the Affordable...
Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions
Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of...
Arrival of First Long-term Mortgages Helped Fuel Baby Boom – Center for Retirement Research
Among the many explanations for the baby boom are rising incomes in the post-war economy, modern appliances that made childrearing...
Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health
Stock market corrections, crashes, bear markets and even secular bear markets are a reality of long term investing. They have...
When It Comes to Saving for Retirement, Here’s Something Both Parties Can Agree On – Center for Retirement Research
Are ESOPs actually a good idea? Warren Buffet is known to have said about diversification: “[it] makes very little sense...
4 Arguments for Retaining Your Mortgage in Retirement
We hear it all the time, most people want to be debt free when they retire. It is all about...
Do Older Adults Understand Healthcare Risks? – Center for Retirement Research
Misperceptions of long-term care needs and costs are cause for concern. Households approaching retirement face a wide variety of risks...
