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...
Which LTSS Financial Support Policies Are Preferred among Caregivers and Can They Reduce Racial/Ethnic Disparities in Retirement?
Abstract While family caregivers are the backbone of the long-term services and supports (LTSS) system of care, caregiving is challenging...
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons...
Delaying Social Security Helps All Couples but High-income Couples More – Center for Retirement Research
The longer a husband delays his Social Security retirement benefits, the larger the check his wife will get when he...
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
Managing your finances can feel overwhelming, especially when you have competing goals like saving for retirement, funding children’s education, paying...
