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...
Checkmate Your Money: How Winning Strategies from Your Favorite Games Can Improve Wealth & Security
Success in games—whether it’s chess, poker, or even video games—relies on strategy, patience, and calculated risks. The best players don’t...
Protecting Your Hard-earned Money – Center for Retirement Research
With its fate hanging in the balance, it’s a good time to remember the Consumer Financial Protection Bureau arose out...
The Key to a Happier Retirement? Lower (More Realistic) Expectations
Retirement is often portrayed as a golden age of endless leisure, travel, and financial security. But life isn’t always going...
