As the Baby Boom ages, there are increasing demands on educators to help people prepare for retirement. It is important that the foundation of this programming is based on basic budgeting, goal setting and action planning—all activities that are common across financial education programs. This conversation and brief discusses The AARP Finances 50+ Model and […]

Deciding when to claim Social Security benefits is a challenging financial decision that requires an assessment of your life expectancy, ability to work, health care needs, spousal situation and financial solvency. The complexity of the Social Security system can be overwhelming. The Sept, 2012 brief and audio file explore a few of the financial issues […]

With the aftermath of the Great Recession still wreaking havoc on many American’s financial position, many consumers and professionals are questioning just how much they need to save for retirement. This brief reviews a few common rules of thumb and suggests how consumers might take – or leave – the advice. Presented March 14, 2011 […]

Social Security is more than just a retirement program – it is a social insurance that pays benefits to: People who have already retired People who are disabled Survivors of workers who have died Dependents of Beneficiaries The Issue Brief provides an easy to follow overview of the Social Security Insurance Programs.  The PowerPoint provides […]