SECURE 2.0: The Most Significant Retirement Legislation Since the Revenue Act of 1978
Here’s why we think so. Since the passage of ERISA in 1974, retirement plan legislation has been a series ...
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3 Levels of Retirement Readiness: Where Do You Stand?
Retirement is a difficult transition. Retirement Readiness is the key to making it easier. As I was preparing for retirement, ...
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Life Cycle Economics and the Safety First Strategy
Well-read retirees will no doubt recognize the terms “Safety First” and “sustainable withdrawal rates (SWR)”. “Safety First” refers to a ...
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Back to the USA | The Panama Adventure
We’ve been back to the USA numerous times, and I’ve written about it in the past. I have family and ...
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Sharing Bank Accounts Can Deepen a Couple’s Relationship
When Nia Darville Stokes-Hicks and Armondi Stokes-Hicks married two years ago, they set up five bank accounts. Each had an ...
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2.8 Million New York City Residents to Get Retirement Coverage
Looming over the nation’s workers and their families is the dread of not having enough money in retirement. This dread ...
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When It Comes to Saving for Retirement, Here’s Something Both Parties Can Agree On – Center for Retirement Research
Are ESOPs actually a good idea? Warren Buffet is known to have said about diversification: “[it] makes very little sense ...
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My Messy Quadrants – Snakes in the Grass
Source: The Blog Relay Things have been rather busy of late. So busy in fact that I’ve had problems keeping ...
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Sightings Over Sixty: What Happened to Tom?
I haven’t posted for a long time. But I’m inspired by Confessions of a Grandma. Like me, she hasn’t ...
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A Satisfying Retirement Involves Change
Over twelve years of blogging, several books, a national magazine profile, and countless friends, both virtual and real, Satisfying Retirement ...
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