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Retirement Planning

Social Security Benefits

Obama's Budget Preserves COLA for Social Security: What it Really Means to Seniors

By James O'Brien March 8, 2014 Despite a narrow brush with a new reduction to Social Security benefits, seniors will not see the proposed move to a more conservative cost-of-living adjustment, or COLA, in 2014. President Barack Obama's announcement on Feb. 2 that he was scrapping the... more

Strategy of Retirement Planning

The Changing Retirement Landscape and How to Prepare for It

With a continued influx of baby boomers retiring, the retirement landscape is about to undergo a seismic shift. What does it mean to be a baby boomer? First, there's demographics: Between 2000 and 2011, the percentage of Americans over 65 years of age grew 18% - with the number of people at or... more

IRA Investments

Unpacking Obama's MyRA (and What Can It Do for You?)

By James O'Brien By now, many investors and analysts have taken a look at President Obama's MyRA plan and drawn a reasonable conclusion: It won't get retirees through many years of post-work expenses. But then, that's not the MyRA's purpose. The federal government's newest retirement instrument... more

Retirement Lifestyle Management

Millennials and Retirement: 5 Ways to Rethink the Future of Your Working Life

By James O'Brien. The United States will soon fully understand what a millennial workforce means. The generation, which includes present-day adults aged 18 to 33, will make up some 50% of the nation's employees by 2020, according to the U.S. Bureau of Labor Statistics. And the workforce they're... more

Pension Planning and Benefits

Municipal Pension Minutia

The state and local governments are getting pretty slick at enticing our civil servants to take pensions early, based on emotion. As a general rule, you never want to make financial decisions with emotion. You want to operate only in the realm of logic and reason. What the new employer trend is to... more

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