Budget

The graphic below (Figure 1) of the oldest societies in the world – from Visual Capitalist –

In many of our prior posts, including our post of March 8, 2025, we have

Introduction Even the best-laid plans can go awry.  Individuals face many hurdles to adequate planning

While the cost of elder care in the United States, whether paid for by Medicare,

The future isn’t going to happen as you (or your financial advisor) assume, and your

This post is a follow-up to our post of April 16, 2022 regarding planning for

Kudos to the American Academy of Actuaries (AAA) for releasing a new Issue Brief encouraging

As discussed in previous posts, your Funded Status is an easily calculated, robust metric used

This post is a follow-up to our post of October 14, 2024 entitled, “Social Security

Thanks to Rivan Stinson for teeing up the Actuarial Approach in Stinson’s recent Washington Post