Writing Wills May Help to Narrow the Racial Wealth Gap – Center for Retirement Research
If Black families wrote wills at the same rate as white, how much would it help? Having a will is...
12 Important Year-End Tax Tips for Retirement
The year – another interesting 12 months with the election, slowing inflation, a relatively healthy economy, and also continued uncertainty...
How Much Could Will-Writing Reduce the Racial Wealth Gap? – Center for Retirement Research
Abstract This paper examines the persistent racial wealth gap between Black and White households in the United States, focusing on...
Giving Money to Family? Are You Handing Out More or Less than Average?
As if saving enough to pay for your own retirement isn’t worrisome enough, research from Merrill Lynch and Age Wave...
Difficult Work Pushes More Blacks into Early Retirement – Center for Retirement Research
Exposure to dangerous jobs and work environments over a prolonged period strain older workers’ bodies. The jobs may involve physical...
U.S. Average Cash, Savings, and Home Equity Balances
According to reporting from the Transamerica Center for Retirement Studies, People in the middle class expect diverse sources of retirement...
Individual Stocks vs. Index Funds
Though opinions vary on individual stocks vs. index funds, my own investments reflect a blend of both, from dividend and...
5 Reasons We Should Talk About Harris’ Medicare Home-Care Benefit – Center for Retirement Research
An examination of long-term care is good for all of us. As someone trying to become more knowledgeable about long-term...
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
The “financial vortex” refers to the set of competing financial priorities and life events that make it difficult for many...
Social Security Really Helps Low Earners – Even Though They Might Not Live as Long – Center for Retirement Research
Including disability benefits provides a more complete picture. The Social Security actuaries just released a study that takes a new...
