White House fiduciary embrace is a turning point for retirement security

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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, […]

The Boomer entrepreneurship trend: Slowing or just getting started?

Nancy Kessler

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 […]

Phased retirement: A disconnect between workers and employers

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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 […]

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

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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 […]

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Planning for Alzheimer’s: How financial advisers can help

Carolyn McClanahan

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 […]

How Social Security can help you play catch-up on retirement

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More Americans over 55 are finally getting back to work after the long recession – the strong national employment report for January released last week confirms that. That’s good news not just for patching up household balance sheets damaged by years of lost employment and savings. But getting back to work also is likely to […]

The 10 most important things to know about Medicare

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Medicare plays a crucial role in providing retirement security – it makes health care expense predictable, and it covers a great deal of seniors’ needs. Unfortunately, the program is complicated, and it doesn’t cover everything. Here’s my list of the ten most important things seniors should know about Medicare. 1. You have two basic choices. First […]

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Why White House disability insurance fix makes sense

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Advocates for disabled Americans got some welcome news today in the White House budget for 2016: The plan asks Congress to keep the 11 million disabled Americans now receiving Social Security disability insurance out of a looming brawl over broader Social Security reform (for more, see my column today at Reuters Money). The budget plan […]

Stanford pushes the envelope for higher ed on midlife career change

Dr. Philip Pizzo,  founder of Stanford's Distinguished Careers Institute.

Is college wasted on the young? Dr. Philip Pizzo might not go that far, but he does hope to turn the world of higher education on its head by getting universities to focus on an older student body – much older than the typical twenty-something undergraduate. Pizzo, a pioneering oncologist and former dean of Stanford […]

Debunking the top 10 myths about Social Security

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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 from journalists, politicians, and policymakers about Social Security. But they’re all false–and that’s a big problem. Social Security is one of our most important […]

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