Student Loan Debt Affects More Than Millennials
Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,…
Baby Boomers Staying Home for Retirement
In 1989, Harvard economists published a study concluding that as baby boomers aged out of the residential real estate market, there would be a glut of empty homes and prices…
Assessing the Role of Government
Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…
RMD Considerations
With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP…
Travel in 2020
A recent study revealed that young adults are more interested in spending money on experiences rather than material goods. In the study, 43 percent of respondents reported compromising on their…
Work World: Late Career Management
The number of workers older than 64 has increased threefold since 1989.1 And while working longer may be a marker of good health for some, it’s a necessity for others who…
Health and Food Trends to Watch in the New Decade
A recent study concluded that half of the U.S. population will be clinically obese within the next 10 years. This isn’t just a weight issue, it’s a financial one. Obesity…
Financial Tips For 2020
The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…
Workplace Trends
It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons. We have…
Navigating Your Finances as a Couple
Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how…
Get in the Entrepreneurial Spirit
Whether you want a little extra income or just want to get out and interact with new people, tapping into your entrepreneurial instincts can fill many needs in retirement. Here…
Retirement: Savings and Financial Health
As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged…
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