Recent Stories
Inflation and the markets take a bite out of retirement confidence
The U.S. economy is in much better shape today than it was during the Great Recession. But persistent inflation and last year’s sharp stock market decline have shaken the confidence of American workers and retirees about their retirement prospects in a way not seen...
HSAs May Work Best as Tax Shelters
Healthcare costs are undoubtedly one of the top challenges that retirees face—especially when overall inflation is running hotter than at any time in the past few decades. Enter the health savings account, which offers an unmatched tax shelter for dollars that can be...
States are tackling the long-term care problem
Here’s a tough reality to face: most of us will slow down as we get older. You might be very active, independent, and engaged in your 60s, and beyond, but at some point that independence starts to shift to dependence—at least to some degree. And that reality raises a...
Retirement Reboot: Listen to the podcast series
Listen to a series of podcasts focused on the key themes of Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The six episodes feature conversations with expert guests discussing Social Security, Medicare, saving for retirement and more....
Retirement Rebootcast Episode Six: Toward a New Social Insurance Era
This week, the newsletter features the last episode of the Retirement Rebootcast - the special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. Retirement Reboot is chock full of...
Retirement Rebootcast Episode Five: Investing for Retirement
Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book – Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on...
Retirement Rebootcast Episode Four: Navigating Medicare
Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on...
Retirement Rebootcast Episode Three: Optimizing Social Security
Welcome to the third edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some...
Retirement Rebootcast Episode Two: Let’s make a plan
Welcome to the second edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. On this podcast series, I invited some of my...
Welcome to the Retirement Rebootcast
Happy New Year - and welcome to the first edition of the Retirement Rebootcast! That’s the slightly tongue-in-cheek name I’ve given to this special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial...
The 8.7% Social Security COLA: An inside look
On this edition of the podcast, we take a look at the historic 8.7% cost-of-living adjustment in Social Security benefits announced for 2023. The Social Security Administration announced that benefits will rise by 8.7% in 2023. That’s a big raise for more than 52...
Everything you ever wanted to know about Social Security’s COLA – and then some
Later this week, Social Security will announce the largest inflation adjustment to benefits in four decades. With interest in the COLA running very high this year, I posted a story for The New York Times today that answers a range of questions you might have about the...