Retirement
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DOL’s New ESG Rule ‘Unremarkable’
AFP via Getty Images Two days before Thanksgiving, on November 22, 2022, the Department of Labor (“DOL”) released its much anticipated “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights.” Between DOL Bulletins and Rules, this represents the fourth rewriting of the fiduciary definition since 2008. This new rule essentially reverses the longstanding […] More
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Happy Thanksgiving! | Squared Away Blog
November 23, 2022 Happy Thanksgiving! The staff at the Center for Retirement Research at Boston College who put together this blog hope our readers have a safe, joyful and delicious Thanksgiving with family and friends. To start getting an email with each week’s blogs on topics ranging from retirement and employee benefits to economic research, […] More
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What’s The Outlook For The Housing Market?
(Photo by David McNew/Getty Images) Getty Images Key Takeaways Housing sales have fallen for the ninth consecutive month, with transactions down 28.4% compared to this time last year. Average prices have also come down, hitting $379,100 compared to $413,800 in June. It comes as mortgage rates continue to rise rapidly, hovering around 7% from below […] More
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Here’s What You’ll Pay For Medicare In 2023
We expect Medicare costs to rise, but some are actually falling in 2023. getty The new year is just around the corner and that’s when new insurance costs take effect. It is Medicare’s custom to announce the next year’s premiums and other costs at different times. For example, the Centers for Medicare and Medicaid Services […] More
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Tis the Season to Shop for Medicare Options
November 22, 2022 Tis the Season to Shop for Medicare Options Americans are fighting back against soaring food prices by shopping at discount grocers, buying lower-cost store brands, or giving up their favorite gourmet items. Yet Medicare beneficiaries usually don’t shop around for a less expensive insurance policy or a higher quality one. It’s also […] More
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Federal Government Suspends Sale Of Long-Term Care Insurance To Its Employees
Long-term care insurance information, form, Folders and stethoscope. getty The federal government has suspended for two years its sale of long-term care insurance policies to its employees. Some industry experts question whether the program ever will return in its current form. The long-running initiative, called the Federal Long Term Care Insurance Program (FLTCIP), was halted […] More
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Selecting The Right Trustee To Manage Your Trust
Financial advisor explaining paperwork to elderly retired couple front of desk getty For many trust grantors, choosing a trustee is one of the most challenging tasks of setting up a trust. The grantor must have confidence that the trustee will not only carry out their wishes, but also possess the stewardship skills necessary to protect […] More
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Are “Goals” In Financial Planning Helpful Or Hurtful?
In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and marine mammals. Words like “hopes,” “dreams,” and “passions,” are often invoked. And for the smaller subset of people in this world who regularly use […] More
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How To Plan Now For The Higher 2023 Gift, Estate And GST Exemption
The gift and estate tax exemption is jumping by a record amount in 2023, presenting an opportunity … [+] for additional wealth transfer planning. getty The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? Keep on Planning The current estate tax […] More
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During Holiday Visits, Five Warning Signs Your Aging Parents May Need Help
holiday dinner with family getty For many people, the holidays are a time to finally be together in person, post pandemic. Travel is up and for those who live at a distance from aging loved ones, it may be the first opportunity in awhile to see your elders face to face. It can be very […] More
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Does The FTX Bankruptcy Change Crypto Calculus In Your Retirement Account?
NurPhoto via Getty Images The collapse of the cryptocurrency exchange FTX sent ripples through the trading markets. And more. It’s a story that involves politicians, celebrities and, quite possibly, geopolitical intrigue. “FTX shut down its operations after it was revealed that the company was engaged in fraudulent activities,” says Aviad Faruz, Chief Executive Officer of […] More
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Secure 2.0 May Pass In Lame Duck
UNITED STATES – OCTOBER 31: Sen. Ron Wyden, D-Ore., participates in the Senate Democrats’ news … [+] conference to unveil a plan to protect and expand retirement savings on Tuesday, Oct. 31, 2017. (Photo By Bill Clark/CQ Roll Call) CQ-Roll Call, Inc via Getty Images Senate Finance Chair Ron Wyden (D, Oregon) expects the Secure […] More
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