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White House fiduciary embrace is a turning point for retirement security

Let’s say you’ve finally decided it’s time to get serious about planning for retirement. You stop in at the local office of a bank or brokerage firm. Perhaps you call an investment or mutual fund company you saw advertising on tv. The person you’re talking to calls himself a “financial adviser” – but most likely, […]

Nancy Kessler

The Boomer entrepreneurship trend: Slowing or just getting started?

Nancy Kessler spent much of her career as a museum curator, but she also has had a lifelong love of working with older people that dates to her childhood. At very young age, she would visit a 90-year-old neighbor who would tell her stories about her life. Kessler’s interest in oral history and folklore grew, and […]

Carolyn McClanahan

Planning for Alzheimer’s: How financial advisers can help

Long-term care is a major wild card in any financial plan, but managing the risks associated with Alzheimer’s is especially difficult. Research by the National Heart, Lung and Blood Institute and Boston University shows that 65-year-old-women have a 20 percent chance of developing dementia, and a 17 percent change of Alzheimer’s; for men, the corresponding […]

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Kristof’s “A Path Appears” is a must-read for boomers who want to give back

Many people approach retirement with thoughts of giving back and leaving a legacy, but they’re unsure about the specific path to take. Many struggle with tough questions – where to volunteer? How to give money effectively? Should I focus here or abroad? What’s the most important cause to work on? How do I get started? If […]

Blueprints

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Debunking the top 10 myths about Social Security

Social Security is going bankrupt. It's a Ponzi scheme. The program's trust fund contains nothing but a bunch of worthless IOUs. Those are just a few of the comments we hear frequently ... [Continue Reading]

Latest RR Posts

Planner-150-px

White House fiduciary embrace is a turning point for retirement security

Let’s say you’ve finally decided it’s time to get serious about planning for retirement. You stop in at the local office of a bank or brokerage firm. Perhaps you call an investment or mutual fund company you saw advertising on tv. The person you’re talking to calls himself a “financial adviser” – but most likely, […]

Nancy Kessler

The Boomer entrepreneurship trend: Slowing or just getting started?

Nancy Kessler spent much of her career as a museum curator, but she also has had a lifelong love of working with older people that dates to her childhood. At very young age, she would visit a 90-year-old neighbor who would tell her stories about her life. Kessler’s interest in oral history and folklore grew, and […]

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Phased retirement: A disconnect between workers and employers

There’s no better way to improve the odds of achieving a secure retirement than working longer. Research shows that a majority of Americans hope to implement that strategy – many through a “phased retirement” involving continued work with reduced hours. Just one problem: many employers aren’t on board. Two-thirds of baby boomer workers envision a phased […]

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The case for expanding Social Security: A conversation with Nancy Altman and Eric Kingson

Nancy Altman and Eric Kingson are two of the nation’s leading progressive advocates for strengthening and expanding Social Security. Their new book, Social Security Works: Why Social Security Isn’t Going Broke and How Expanding It Will Help us All, lays out the case for expanding benefits in order to address growing income inequality and the looming […]

Carolyn McClanahan

Planning for Alzheimer’s: How financial advisers can help

Long-term care is a major wild card in any financial plan, but managing the risks associated with Alzheimer’s is especially difficult. Research by the National Heart, Lung and Blood Institute and Boston University shows that 65-year-old-women have a 20 percent chance of developing dementia, and a 17 percent change of Alzheimer’s; for men, the corresponding […]