Retirement Planning
Four Reasons to Not Invest in Your 401(k)
A rule of thumb that savers are often advised to adhere to is that it is important to maximize contributions to workplace retirement plan before considering investing elsewhere.
Social Security Q&A: How Will Taking Early Retirement Benefits Later Affect Widow’s Benefits?
Social Security may be your largest or one of your largest assets. How you manage it, by deciding which benefits to collect and when, can make an absolutely huge difference to your lifetime benefits.
IRS Announces 2014 Retirement Plan Contribution Limits For 401(k)s And More
A Forbes roundup on the 2014 IRS limits for a variety of retirement savings plans with tips on saving more self-employment income and determining potential savings using the Roth backdoor,
The Smart Way To Handle Family Fights About Aging Parents
Forbes contributor Carolyn Rosenblatt provides a brief introduction to elder care mediation and how it can effectively diffuse family conflicts over aging parents.
How Aging Impacts Our Financial Decisions
Next Avenue contributor Richard Eisenberg takes a frank look at how cognitive impairments in America’s rapidly growing older adult population is creating a ‘financial capacity’ problem and what it means for caregivers.
Got a 401k? A Guide for New Retirees
Squared Away lists the basics for anyone making their first decisions about when to retire and how to fund their retirement.
Family Network for Elderly to Dwindle
Squared Away examines the social forces that may shrink the supply of family caregivers and what it means as an increasing portion of the population require caregiving.
Dementia Prevention
At a recent Alzheimer’s conference, French researchers shared results concluding that delaying retirement provides the type of mental stimulation that can ward off dementia.
More Carrying Debt into Retirement
Squared Away reports on research by the Urban Institute which hows the share of older people in debt has increased across all income levels and links that increase to major life decisions such as continuing to work past traditional retirement age.
Nearly Retired, Lugging a Mortgage
Squared Away reports on the growing numbers of baby boomers entering retirement with mortgages, low savings and houses worth less than what is owned on home loans.




