G20 Says Aging Society Is a Priority Issue

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”

Congress Makes It Clear: Retirement Security 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”

Why Financial and Retirement Security Will Be the Policy Issue of the Next Decade

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”

The Sandwich Generation and Long-Term Care Insurance

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”

What Tax Reform Means for the States

One of my favorite quotes comes from Ben Franklin, made shortly after President Washington signed the Bill of Rights. In a letter penned to French scientist Jean-Baptiste Leroy in November 1789, Franklin wrote: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to … Continue reading “What Tax Reform Means for the States”