Find all topics to do with financial responsibility and planning for your retirement
During the course of writing RENDEZVOUS WITH RETIREMENT: A Guide to Getting Fiscally Fit and running this blog, I have occasionally asked the question of myself, “How much personal information should I share with readers?” During early drafts of my book, I spoke a little about the period preceding my divorce, but not in detail. A friend – …
Brief: Moving On Up (2013). Contrary to what you may have initially thought, this report is not about George and Louise Jefferson. Instead, this report from the Pew Charitable Trusts considers the question, “Why Do Some Americans Leave the Bottom of the Economic Ladder, but Not Others?” It observes that one of the hallmarks of the American Dream …
Documentary: In Debt We Trust (2009). While a large number of Americans carry a certain amount of personal debt, very few are really aware of just how common and widespread the debt crisis has become. This documentary takes an in-depth look at the relationship Americans have with their credit cards and discusses how shopping, and rabid consumerism, has …
Documentary:The Water Front (2007). This short documentary (53 minutes), tells the story of a Detroit suburb, known as the birthplace of the auto-industry. Before Detroit, its appointed emergency city manager Kevin Orr, and its financial collapse, there was Highland Park. In June 2001, due to the city’s mounting fiscal crisis, an emergency financial manager was …
Documentary: Fixing the Future (2012). In this documentary, David Brancaccio asks the question, “Do people exist to serve the economy, or should the economy exist to serve the people?” Mr. Brancaccio visits people and organizations across the country that are attempting to reinvent the American economy at the grass root level. These pioneers look to create jobs and build …
Documentary: Escape Fire: The Fight to Rescue American Healthcare (2013). I recently watched this documentary and it captured my attention because of the grotesque amount of money we spend on healthcare each year in the United States ($2,700,000,000,000), the ongoing visceral debate about the Affordable Care Act (ACA), and my own belief in the connection between …
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 …
Report: The Failure of the 401(k) (2010). Written by Robert Hiltonsmith of Demos, a non-partisan public policy research and advocacy organization, the research report examines the retirement security – or more accurately, the lack of security – provided to American families by 401(k) plans. The report concludes that retirement security has deteriorated in the past generation …
This workbook, comprised of the Retirement Planner and the Spending Planner, is the companion piece to RENDEZVOUS WITH RETIREMENT: A Guide to Getting Fiscally Fit Download RWR SIMPLE RETIREMENT WORKBOOK
