Browsing: Retirement

This is a little nerdy but since the FTC is embracing new research from labor economics and law, I thought readers would like to know what…

When it comes time to shop for Medicare coverage, Medicare Advantage plans have become a very popular option. More than half (51%) of eligible Medicare beneficiaries…

Public policy has been the major factor preventing the integration of retirement plan components: financial asset management, annuities and HECM reverse mortgages. As a result, annuities…

Anyone, and I mean anyone, can become a 401(k) millionaire if given enough time. According to Fidelity, the number of 401(k) millionaires on their platform has…

American families are often scattered across the country. Kids grow up, find opportunities they like in other places and move away. The parents may stay put,…

Scammers lie in wait, looking for ways to rip off folks after every weather or other natural disaster. It may be terrible wildfires, hurricanes, massive storm…

Stock markets smile when job markets frown. Except for workers, almost everyone is happy about today’s jobs report. Wealthy owners of equities see stock values rise…

Summer 2023 has been the season of international travel for Americans, who have touched down in Europe and the Pacific in record numbers. American arrivals in…

Higher income earners received a momentary reprieve from the Internal Revenue Service (IRS). A planned change to catch-up contributions and how they’re classified for tax purposes…

“Should I stay, or should I go?” When The Clash sang those words over 40 years ago, the 401(k) plan barely registered in the retirement plan…