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

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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

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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 , , ,

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

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 , , , ,

How Long Do You Think You’ll Work?

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

Posted in Ch.16, Retirement Planning, Personal Finance In The News | Tagged ,

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

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 , ,