Ways to Keep Health Costs From Cutting Into Retirement Savings

When steep medical costs cut into your retirement savings, the results can be staggering and painful. They were for the mother of Bradford Daniel Creger, chief economist & lead wealth strategist at Total Financial Resource Group in Glendale, Calif…. Continue reading

How the Longevity Project Is Reimagining Our Longer Lives

As life expectancies are growing and the 100-year-life is becoming more common, how can Americans, the U.S. government and employers best prepare for the challenges and opportunities of longevity? Meet the Longevity Project, the new initiative designed… Continue reading

Your 2020 Personal Finance Calendar To-Do List

The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events. My guess is, however, you do… Continue reading

Jane Bryant Quinn’s New Thinking on Making Your Money Last

As someone who has been writing and editing personal-finance stories for over four decades, I have a few idols in my field. At the top of the list is Jane Bryant Quinn. So, I was delighted to have the chance to ring her up in Rome, where Quinn and her … Continue reading

Jane Bryant Quinn’s New Thinking on Making Your Money Last

As someone who has been writing and editing personal-finance stories for over four decades, I have a few idols in my field. At the top of the list is Jane Bryant Quinn. So, I was delighted to have the chance to ring her up in Rome, where Quinn and her … Continue reading

5 Common Money Mistakes Retirees Make

Since launching my company’s investment advisory service for retirees, True Link Financial, my colleagues and I have spent a lot of time talking to people about their financial plans. Here are five of the most common mistakes we’ve seen and how retiree… Continue reading

The 3 Big Financial Pain Points of Americans

If you look only at the nation’s low, 3.7% unemployment rate, it would be easy to assume that the economy’s humming and that Americans are feeling great about their finances. But after reviewing five recent notable surveys, I believe many people are ac… Continue reading

The No. 1 Question Americans Ask About Retirement

(This article previously appeared on MarketWatch.com.) Google recently unveiled the 10 questions Americans ask most about retirement. The question Americans ask the search engine mos: “How much do I need to retire?” Here’s the full list: 10 most-asked … Continue reading

Will the SECURE Act Really Bring Retirement Security to Older Americans?

For millions of older Americans, the retirement years are far from “golden.” One in three retirees have no money left at the end of the month and must dip into their dwindling savings to pay monthly bills. Record numbers are declaring personal bankrupt… Continue reading

Is the Swelling in Retirement Confidence Believable?

A new landmark study of America’s workers and retirees shows they’re significantly more confident than a year ago in their ability to live comfortably throughout retirement. I wish I could believe them. But based on actual retirement savings trends, re… Continue reading