How Debt Affects Retirement

“Remaking Retirement? Debt in an Aging Economy," was the theme of the 65th annual symposium of the Wharton School's Pension Research Council, held last week in Philadelphia. (Photo: Kitchen and retirement makeovers sometimes occur in tandem.)
Anecdotal Evidence

It’s No Joke: The Fed’s Comic Book is Wrong

The educational comic book from the New York Fed means well but perpetuates the myth that money was created in the private sector to facilitate barter and enabled commerce to flourish. History shows otherwise.
Anecdotal Evidence

Annuities that Pay Cash Back Rewards

Gainbridge, a insur-tech startup, aims to sell fixed deferred and period certain income annuities online. Its sister company, Relay, uses annuities to fund cash back rewards cards. Both firms are part of Group1001 (formerly Delaware Life Holdings).
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Anecdotal Evidence

Fall Issue of The Journal of Retirement Appears

Here's a list of the eight articles in the current issue, along with abstracts of their content. The featured authors include Moshe Milevsky of York University and CANNEX, David Blanchett of Morningstar, and Steve Feinschreiber of Fidelity.
Anecdotal Evidence

RetirePreneur: Steven Saltzman

Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
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Anecdotal Evidence

LIMRA links undersaving by Boomers to spending on family cellphone plans

“Parents of Millennials, even those over the age of 22, are providing considerable support to their children at a time in their lives when saving from retirement should be a priority,” said Deb Dupont, associate managing director, LIMRA Secure Retirement Institute.