Tag Archives: Retirement

Trouble with 401(k) Plans

Posted on September 10, 2013 by ajkeown

Graduation is behind you and it’s your first day on the new job. Your boss reminds you to stop in at the benefits department where you will be expected to make decisions regarding health insurance, dental and/or vision insurance, sick … Continue reading →

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Class Assignment and Discussion: The Money-Death Problem

Posted on April 9, 2012 by ajkeown

The New Yorker has always been famous for it cartoons, and one of the best is a 2003 cartoon by Barbara Smaller that shows a husband talking to his wife, saying, “If we take a late retirement and an early … Continue reading →

Posted in Ch.11, Investment Basics, Ch.16, Retirement Planning | Tagged , , , , , , , | Leave a comment

Class Assignment and Discussion: Retirement Confidence – A Thing of the Past

Posted on March 17, 2012 by ajkeown

According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading →

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Class Assignment and Discussion: Retirement Confidence – A Thing of the Past

Posted on March 9, 2012 by ajkeown

According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading →

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Class Assignment and Discussion: The Living Too Long Problem – Longevity Insurance

Posted on March 5, 2012 by ajkeown

Teaching Tip:  SmartMoney.com has a great video titled “Living to 100? That will be $3.5 million.”  (Note, the video appears part way down the page, just click on it and it will show up.) “Live long and prosper” – it’s … Continue reading →

Posted in Ch. 9, Life and Health Insurance, Ch.16, Retirement Planning, Uncategorized | Tagged , , , , , | Leave a comment

Video and Discussion: How Severe Are Problems with Social Security?

Posted on March 1, 2012 by ajkeown

Teaching Tip:  PBS NewsHour put out a great 11 minute 20 second video on Social Security, focusing on future problems facing Social Security.  This can either be shown in class or assigned.  In either case, it should foster a good … Continue reading →

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Class Discussion: Is it time to start saving for retirement?

Posted on January 5, 2012 by ajkeown

There isn’t much in the book, Personal Finance, Turning Money into Wealth that doesn’t touch on retirement.  Not only is Chapter 16, Retirement Planning devoted to retirement, much of what we do when we discuss investments in Chapters 11 through … Continue reading →

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Class Discussion: When do you think you’ll retire?

Posted on October 3, 2011 by ajkeown

It would great to retire at a young age, an age where you can still be active and look forward to a long, financially comfortable retirement. Although the standard age of retirement varies widely throughout the world, it generally falls … Continue reading →

Posted in Ch. 1, Financial Planning Process, Ch.16, Retirement Planning, Ch.18, Financial Life Events | Tagged , , , , | Leave a comment

How Long Do You Think You’ll Work?

Posted on August 13, 2011 by ajkeown

In the SmartMoney.com blog, Encore, there is an August 10th, 2011 article about retirement by Alicia Munnell, the director of the Center for Retirement Research at Boston College.  The article titled “8 Reasons Older People Are Working Longer” examines the … Continue reading →

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So You’re in College – Is it too early to start thinking about retirement?

Posted on August 8, 2011 by ajkeown

If you’re a college student, saving for your retirement probably doesn’t sound all that exciting – in fact, if you’re like most college students, the extent of most of your planning is focused only a week or two ahead.  After … Continue reading →

Posted in Ch. 3, Time Value of Money, Ch.16, Retirement Planning | Tagged , , | Leave a comment