Retirement Planning
Social Security Claiming and Psychology
An extensive survey of several thousand middle-aged worked sheds light into the psychological factors that determine which individuals are most likely to file early for social security benefits.
13 Tips For A Working Retirement—Abroad
Forbes contributor Kerry Hannon looks at the unique challenges and opportunities with a working retirement overseas, including 13 tips for navigating the waters.
Your Kids’ Needs Or Your Own: What Takes More Financial Priority?
Learnvest contributor Libby Kane suggests that a continually funded, largely undisturbed retirement account, a six month emergency fund and paying off high interest debt should all take precedence over being a financial resource for your children. She points out that being an emotional resource is far more important than being a financial one.
4 Financial Issues You Need To Discuss With Aging Parents
Carolyn Rosenblatt of AgingParents.com suggests talking to your parents without delay about four key topics: estate plans, healthcare insurance, income and debt, and financial records.
The New Tax And Social Security Rules For Same-Sex Couples
Next Avenue’s Richard Eisenberg outlines some strategies for married same-sex couples for filing 2013 taxes (as well as prior year refunds) and claiming social security benefits.
What Investors Should Expect from Advisors
A five-minute video featuring John Rogers of the Chartered Financial Analyst Institute urging investors to hold their financial service providers to higher ethical standards.
The Aging Mind and Money
Squared Away looks at the interplay between cognitive decline with aging and difficulty making financial decisions, but also points to research showing that declining cognitive abilities can be offset by knowledge gained through age and experience.
Retiring Later Could Help You Fend Off Alzheimer’s
Forbes contributor Richard Eisenberg discusses a study that showing that each extra year men worked beyond age 65 postponed the onset of dementia symptoms by nearly six weeks and related research.
Roth Usage Up Among Younger Employees
Wells Fargo research shows a slight uptick in Roth usage by employees in their 30s and attributes it to a combination of increased awareness about Roth options and concern about increasing tax rates.
62 Year-Old Men File Social Security, Wives Pay
SquaredAway looks at an often overlooked reason why delaying Social Security benefits may make sense: when a husband waits to claim benefits, the payout for his surviving spouse can be significantly higher.
