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...
Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)
Another gift guide? Yep! But, this one is focused on long term financial success and retirement happiness – not cool...
The Social Security Fairness Act Is a Bad Idea – Center for Retirement Research
This legislation would allow some workers to double-dip and speeds the exhaustion of the trust fund. On November 12, the...
Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account
When you inherit an IRA, it’s more than just a financial windfall, it’s a responsibility. The rules governing inherited IRAs...
Is a Roth Conversion Right for You? Consider These 6 Factors
The Roth conversion is a popular year-end tax maneuver for DIY retirement planners. It works just as well at the...
Moving from Medicaid to Medicare May Mean Better Care – Center for Retirement Research
Medicare accounts for more than 10 percent of federal spending. Medicaid, which covers 90 million low-income workers and disabled people,...
What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option
A Health Savings Account or HSA is a medical savings account that is attached to a high deductible health insurance...
