Author Jessica Bruder, journalist and professor at Columbia Journalism School, joins On Point host Tom Ashbrook to discuss her book “Nomadland: Surviving America in the Twenty-First Century.” In the years since the Great Recession, a new population of older Americans has taken to the road – in RVs and campers and just their cars – …
The following is a guest post from Ernie Burns, president and chief executive officer of Burns Estate Planning and Wealth Advisors. Ernie has more than 25 years’ experience in retirement income planning. He is an Investment Adviser Representative, and also is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member (MDRT). …
Estate Planning is Not Just for the Ultra-Rich Anymore Read More »
Dream Hoarders: How the American Upper Middle Class Is Leaving Everyone Else in the Dust, Why That Is a Problem, and What do to about It Hardcover: 156 pages Publisher: Brookings Institution Press (2017) Richard V. Reeves (born in the UK in 1969) is a senior fellow in Economic Studies at the Brookings Institution in Washington DC. …
Where does your Social Security pension fit into your retirement plan? That might depend on your age and your view on the program’s long-term prognosis.The annual trustee reports on Social Security and Medicare were released earlier today and showed little change from last year’s report. Depending on your perspective, that is either good or bad. …
Social Security and Medicare: The 2017 Trustees Report Read More »
Author Frederick Vettese is the Chief Actuary of Morneau Shepell, one of the largest human resources consulting and technology companies and one of the top five defined benefit pension plan providers in North America. Vetesse has spent his entire career providing retirement consulting and actuarial services in respect of workplace pension plans. Much of his professional …
Contrary to what some in the insurance industry would have you believe, I do not believe insurance products, in general, should be considered part of your retirement investment portfolio. Most life insurance, in all its various flavors (term, whole, variable and universal), comes into play after your death. Considering I plan to be alive during my …
Toxic Inequality: How America’s Wealth Gap Destroys Mobility, Deepens the Racial Divide & Threatens Our Future Hardcover: 218 pages Publisher: Basic Books (2017) Author Thomas M. Shapiro is the Pokross Professor of Law and Social Policy at the Heller School, Brandeis University, where he directs the Institute on Assets and Social Policy. While many will reflexively disagree …
Back in October 2015 I posited that net worth is a useless metric, particularly with respect to retirement planning. I argued that at the end of the day, the only thing that really matters is how much income you can generate from your passive and portfolio sources. Measuring net worth often distracts people from this reality. Primary …
Forget About Your Net Worth When Retirement Planning Read More »
I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To care for him who …
Television Show: The Profit (2017). After investing more than $50 million of his own money in companies featured on The Profit, self-made millionaire and serial entrepreneur Marcus Lemonis is now ready to invest in his new CNBC show, The Partner. I have been a fan of Marcus and The Profit since the show first premiered. In fact, the show was a recommendation here …
