Did you catch the recent New York Times article featuring the summer’s best “beach reads?” Not surprisingly, there were no books about annuities on the list. That’s a shame, because Americans need to learn more about annuities, the only financial product in the marketplace that guarantees lifetime income. Fortunately, the Brookings Institution released three reports … Continue reading "Brookings Reports Contain Essential Lifetime Income Information For All Seasons"
As appeared on TheHill.com on July 30, 2019. The way Americans work and live is changing, but policy around how we save for retirement will not keep pace if the U.S. Senate isn’t able to act on legislation that passed the House in May. The bipartisan bill — aptly named the Secure Act — expands … Continue reading "If Senate fails on Secure Act, workers lose"
People are living longer, and financial security into retirement is not just a challenge in the United States – it’s a challenge facing people around the world. The G20 – an international forum for the governments of 20 major economies – has selected aging society and filling the protection gaps created by increasing longevity as … Continue reading "G20 Says Aging Society Is a Priority Issue"
As appeared in Morning Consult, February 13, 2019 A few months ago, I said that retirement security will be a policy issue everyone is talking about over the next decade. Last week, influential leaders in Congress laid proof to that claim, kicking off the new year noting retirement security as a bipartisan priority issue. The House Ways and … Continue reading "Congress Makes It Clear: Retirement Security Is a Priority Issue"
Retirement security will be a policy issue everyone is talking about over the next decade. Not only is the world’s population growing, but people are living longer too, thanks to advances in medicine and science. This is especially true for our children — the millennials and Generation Z — who are very likely to live … Continue reading "Why Financial and Retirement Security Will Be the Policy Issue of the Next Decade"
For many people in my generation, we have a picture of what we want our financial lives to look like as our children leave home, and we enter the second half of our working lives. In reality, we’ve found that our parents’ pensions and Social Security benefits may not cover their living costs, especially if … Continue reading "The Sandwich Generation and Long-Term Care Insurance"