Today’s article shows us a new survey finding “that 39% of men and 47% of women in the U.S. report they are spending less during the coronavirus pandemic than they did before the crises. And more than half of Americans ages 55 to 64 – those closest to retirement age –...

This week’s article makes a valid point, that “safeguarding financial wellness requires an all-encompassing view of a person. This means considering their tangible assets (including savings and property), but also less tangible assets such as health, skills and career...

More Fiscally Conservative Yet Simultaneously More Freeing This week’s article tells a story we are all too familiar with: “Approaching retirement at age 65, John and Jill Smith realized their monthly income from Social Security and pensions total $700 less than their...

The ongoing pandemic is causing people to worry, “whether they are approaching their retirement age or just starting out in their career – anxious about their finances, and retirement plans. This is the reason why more and more people are increasingly considering...

This week’s article points out that “Social Security payments are one of the biggest assets that most people have,” and “how you handle that income has an important impact on an overall plan.” A “critical move” that is highlighted is not only to know your full...

Aging is an Opportunity This week’s article reminds us “silver is the new green”, and that “around the world, people are living longer as birth rates decline.” Because of this, it isn’t just public policymakers and the private business sector that must reevaluate...

Building a Portfolio with Principal Protection This week’s article reminds us that pre-retirees can “diversify their portfolio in a way that distributes risk and prepares their retirement savings for growth in a variety of economic environments. It’s even possible to...

If you are like many, you are tired of reading so much about the negative consequences of COVID on our finances, employment and plans – whatever they may be, and you long to hear more about solutions. This week’s article tells us things we already know - that the...

Commentary: I’ve been asked to explain how the dollar amount of what someone receives in social security is impacted by their age at filing for SS. This week’s article does that. It tells us “One of the most important factors affecting your retirement security is how...

J.P. Morgan’s chief global strategist David Kelley recently gave a speech concerning there still being a long way to go before the US has a full economic recovery and it is “therefore wise for investors to be cautious.” “He compared the current situation to when he...