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...
Happy Holidays! – Center for Retirement Research
We hope our readers have a joyful holiday season and a peaceful new year. We’ll return Jan. 2 with a...
Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
While you should never try to keep up with the Joneses, it may be a very good idea to be...
Retiring from Farming is Complex and Not Always Planned – Center for Retirement Research
The decision to retire is complex enough. But throw a family farm into the mix and it introduces a host...
Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)
When it comes to retirement planning, Roth conversions can be a powerful strategy to optimize your financial future. But it...
A Social Security Payroll Tax Increase Should Be Part of the Solution – Center for Retirement Research
But the increase should be small and gradual. Enough with politics. It’s time to get back to solving problems. Not...
