Regrets, I’ve had a few, But then again, too few to mention — “My Way” It seems like every day, there’s a new survey showing how little Americans have saved. Recently, the Certified Financial Board of Standards polled 1,000 people and found that two th… Continue reading
Can you recommend a good financial planner? is among the most common questions I’ve received over the years writing on personal finance. Problem is, finding a financial planner who is trustworthy, competent and comes at a reasonable cost is hard to fin… Continue reading
(This article previously appeared on NerdWallet.com.) We spend decades dreaming of the day when life won’t be dictated by alarm clocks, commute times, meeting schedules and office politics. Then reality sets in: Retirement can be kind of a drag. And th… Continue reading
(The following is excerpted from 401 Confidential by Michael J. Marini.) When you invest for retirement with a 401(k) plan, retirement plan companies get FAT on your money. By my estimate, roughly $25 million in excessive fees are being drained form th… Continue reading
The transition from work to retirement can be a challenge. As much as we complain about work, a full-time job provides us with a routine, a community and a sense of purpose. If you want to enjoy a fulfilling retirement, you need to find a way to replac… Continue reading
(Advances in science and public health are increasing longevity and enhancing the quality of life for people around the world. In this series of interviews with the Milken Institute Center for the Future of Aging, 14 visionaries are revealing exciting … Continue reading
I recently attended a Milken Institute Future of Health Summit panel in Washington, D.C. called Race, Gender, and Work: The Economics of Healthy Aging. The experts’ insights whizzed across a range of topics from caregiving to investing and jobs, but th… Continue reading
For all the talk about Americans not saving enough for retirement, it turns out that when people are asked how they perceive life after careers, they’re remarkably upbeat, according to a recent MIT AgeLab survey. And that, actually, could be a problem…. Continue reading
Let me tell you about three long-time truck drivers and Teamsters who I met recently. They have a sad and interesting tale I think you’ll want to know if you’ll be retiring soon or are already retired. Bob McNattin, now 80, lost his job and his house d… Continue reading
The financial planning profession has a big problem: less than 3.5 percent of all the 80,000 Certified Financial Planners (CFP) in the U.S. are black or Latino — just 2,700. The CFP Board Center for Financial Planning released a survey four months ago … Continue reading