Robert Powell is a Research Fellow at California Lutheran University’s “California Institute of Finance”. This article originally appeared in the August 18th edition of Mr. Powell’s “MarketingWatch” Retirement blog. It reappears here with Mr. Powell’s permission. Annual report reveals state of benefits and claims BOSTON (MarketWatch) — As summer reads …
Steve Vernon is a Research Fellow at California Lutheran Univeristy’s California Institute of Finance. The following article first appeared on the August 5, 2011 edition of Steve Vernon’s “Money for Life” Retirement blog on CBS MoneyWatch. It reappears here with Mr. Vernon’s permission. Will Social Security be there when you …
“When Should Our Clients take Social Security Benefits” The majority of retirees sign up for early Social Security retirement benefits (between age 62 and their full retirement). I’ve read data sources quoting early-retirement benefit requests ranging from 50-75%. Regardless of the exact number I would expect the percentage to rise …
Steve Vernon points out that January is a great month for retirement planning. Vernon notes that many households are beginning to collect and organize their tax documents – it doesn’t take much more effort to collect retirement planning documents and to group them as well. Vernon’s article contains a good …
It is difficult to decide which is more informative and entertaining, this post by Steve Vernon or the comments that follow it. Steve Vernon discusses common public perceptions with regards to social security – namely that it is a Ponzi scheme or a lousy investment. Vernon argues that Social Security …
Somnath Basu discusses a Pew Research study on financial stress and mental health. In particular, he looks at the retiree population – the baby boomers. He notes that retirement planning and preparedness impact the stress levels of baby boomers. There are those that were overconfident and those who thought that …
BBC News
CNN Money
Kiplinger
MarketWatch
Morning Star
Motley Fool
MSN Money