RetirementSavvy

Posts By: James

Book: A Conspiracy of Paper (2000).  This book was my first encounter with a fictional historical thriller…one I thoroughly enjoyed!  The following description is taken from Author David Liss’ website: Benjamin Weaver is an outsider in eighteenth-century London: A Jew among Christians; a ruffian among aristocrats; a retired pugilist who, hired by London’s gentry, travels through… Read Article →

Recently, the Internal Revenue Service (IRS) announced cost-of-living adjustments affecting contribution limits for pension plans and other retirement-related items for the 2014 tax year.  Some pension limitations such as those governing 401(k) plans and IRAs will remain unchanged because the increase in the Consumer Price Index (CPI) did not meet the statutory thresholds for their… Read Article →

Website: Employee Benefit Research Institute (EBRI).  As noted on their website, the mission of the EBRI is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.  Founded in 1978, the EBRI declares three principles: Employee benefit plans serve an essential… Read Article →

Personal Finance Puzzles and Quizzes was created as an extension of the weekly SavvyQuizzes that appear on this blog, based on the positive reception of that feature. In this unique collection, readers will have a chance to test their knowledge of personal finance concepts through quizzes – comprised of multiple choice and True/False questions – and various types… Read Article →

Scroll To Top