The longer lives we are all living is one of the significant trends of our time. A new report from the Stanford Center on Longevity reveals seven key principles that address the challenges and opportunities created by longer livespans.
Things have been somewhat quiet, maybe too quiet. With the pandemic, the supply-chain squeeze and inflation, retirement savers have had plenty to worry about outside their 401(k) plan. But, how do those worries translate inside their plan?
The lawsuit, filed on behalf of three employers and six workers, argues that the insurance program violates a long list of federal and state laws including the Employee Income Security Act (ERISA), the US Constitution, and state insurance regulations.
Millennials are banking on the Great Wealth Transfer when they will inherit trillions of dollars from the Silent and Baby Boomer generations – transforming today’s adult children into alpha consumers and next-gen clients of financial advisors, banks, and more. Here is why not to cash that check yet.
Private equity firms widely distribute their prospectuses as they trawl globally to raise capital for their costly, high-risk funds. Yet when public pension stakeholders request prospectuses of funds in which their pensions invest, PE firms claim these documents are “trade secrets.”
When adult children need to take over financial management for an aging parent, difficulties can arise. It is critical for you to know the legal path to manage finances as spelled out in legal documents.
I sense you, Acting Commissioner Kijakazi, truly care about the people you serve. Kristin, a 69 year-old widow, entirely out of the blue received a bill from SSA demanding she repay $118,272 due to alleged overpayment of reduced excess widow's benefits — benefits she never requested or received.
Today's Social Security column addresses questions about how the earnings test affects Social Security benefits while working, whether benefits automatically switch to retirement benefits at 70 after a restricted application and whether a worker's disability benefit affects survivor's benefits.