Tag Archives: Retirement

Trouble with 401(k) Plans

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

Posted in Uncategorized | Tagged , , , ,

Class Assignment and Discussion: The Money-Death Problem

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 , , , , , , ,

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

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

Posted in Ch.16, Retirement Planning | Tagged , , , , , ,

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

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

Posted in Ch.16, Retirement Planning | Tagged , , , , , , , , ,

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

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 , , , , ,

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

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

Posted in Ch.16, Retirement Planning | Tagged , , , ,

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

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

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