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Saving and Investment |
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Seven Strategies For Saving - Are you doing your best to save for your future?
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In the Sandwich - more than one-third of the Baby Boomers will be financially responsible for parents OR children during what has traditionally been described as their retirement years |
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Fraud and Abuse |
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The Crime of Indignity -There is no greater indignity than working hard all your life so you can enjoy your golden years and then having the gold disappear
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Fear of Fraud - Americans between the ages of 62 – 75 years ranked fear of fraud as their biggest concern |
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Living Trust Mills - Using lies, trickery and outright fraud, these defendants took away the hard-earned savings of thousands of seniors |
Living Trust Suits - suit files against companies that host “free” living trust seminars to improperly learn about the private financial information of senior citizens |
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Insurance Needs |
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Long Term Care - A financial crisis could be looming for which you are not prepared
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Social Security and Medicare |
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Medicare Gaps - Whether you’re approaching your golden years or are experiencing them, it’s important to be aware of how your healthcare options change at age 65.
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Invest It Says - are private accounts like taking your money to Las Vegas |
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401(K) and Pension Plans |
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Pension Plan Performance - Rates of return for professionally managed traditional pension plans outpaced those for employee-directed 401(k) plans
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Phased Retirement -The IRS has proposed regulations permitting phased retirement arrangements |
2004 Legislation - The 108th Congress had a busy legislative agenda, enacting legislation on hybrid pension plans, defined benefit funding and nonqualified deferred compensation |
Stock Options Decline - U.S. CEOs as well as employees saw the value of their stock option awards decline by more than 40 percent |
