Tag Archives: Social Security

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 Discussion and Assignment: A Backwards Look at Retirement

Generally when we look at retirement we focus on whether an individual has enough saved to make it through retirement.  Another way of looking at retirement is to see what Americans have at the end of retirement – do they … Continue reading

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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 , , , , , | Leave a comment

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

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Personal Finance Update: Chapter 4, Tax Changes for 2012

As with every year, 2012 begins with a new set of tax rules, and it’s pretty certain that the tax rules will continue to change throughout 2012.  What makes this a certainty is that Congress did not address some of … Continue reading

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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 , , | Leave a comment