Retirement Lifestyle Planning

The retirement lifestyle planning guides formerly on this website are being expanded into book format with a publication date expected for 2008. They are no longer available online. Please check back for further publication details.

The overall content and structure of this site are undergoing renovation during this time of transition.

Retirement Buzz

Week of September 23, 2007

Headed for a Cliff—After the Election

Democratic Sen. Kent Conrad of North Dakota and Republican Sen. Judd Gregg of New Hampshire are looking to establish a bipartisan task force that will eventually recommend Social Security and Medicare reforms. Treasury Secretary Henry Paulson would . . .  (more)

Hopeful Biden Bidin’

Democratic presidential hopeful Joe Biden has released his own plan to help Americans prepare for retirement.  Biden cites . . . (more)

Days of Costs and Promises

New Hampshire’s public employee retirement system will be costing its taxpayers more if it is to keep its promises to state and municipal workers. This projection . . . (more)

How Depressing

Workers who suffer from depression tend to retire early, according to a new study published in the Health Services Research journal. "We found a strong relationship between people in their late 50s who had depressive symptoms and . . . (more)

New Role for the CIO

Chief Information Officers (CIO) need to launch skills assessment programs to deal with impending mass retirements of techies, according to a Forrester study "Skills Assessment, a 21st Century Imperative for CIOs." The report points out . . . (more)

Beating out Scam 

The Financial Industry Regulatory Authority(FINRA), the major self-regulator of the brokerage industry, is trying to beat out scam artists from the workplace.

In several high-profile cases . . . (more)

What a Revolting Development

American Home Mortgage, a bankrupt business based in Melville, New York, is trying to take over approximately $27 million that employees had set aside from their paychecks as retirement savings. This attempt . . . (more)

401(k) Version 2.0

The Russell Investment Group, in its Retirement Report for 2008, contends that American corporations are redefining the 401(k) plan so fundamentally that they are creating a new generation of 401(k)s, a 401(k) version 2.0, if you will. While Russell cites fifteen characteristics of this new animal, the underlying thrust is . . . (more)

Excellence within the Industry

The Retirement Income Industry Association (RIIA) is a national, not-for-profit organization for sharing information, strategies and research. Its members receive . . . (more)

Excellence in Multimedia

The RIIA has available online a multimedia presentation that summarizes of the Association. It demonstrates . . . (more)

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