Retirement
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Study finds high levels of inequality among older Massachusetts residents – Center for Retirement Research
In a recent podcast, I discussed their research with Laura D. Quinby of Boston College’s Center for Retirement Research (CRR)…
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Weaker U.S. stocks and hedging concentration risks
The number of stocks traded in the United States today is about half what it was in 1996 – 4,010…
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RB40 Sandwich Part 1
Hello everyone! I hope you are well. Life is constantly changing and we all have to adapt. What a pain…
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The best way to protect Social Security and Medicare is to balance the budget – Center for Retirement Research
New book argues that equilibrium requires the richest 1% to start paying taxes again Some observers point to the poor…
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The Pros and Cons of Inheriting a House: Learn How to Make a Good Plan for Your Heirs
For most people, a home has more than just financial value; Over time, it becomes filled with fond memories and…
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The cost of raising a high school freshman
Hello everyone! I’m completely exhausted today. Yesterday was a very long day. I woke up at 5:30 in the morning…
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The Fed, Mortgage Rates, and Home Prices – Center for Retirement Research
I recently spoke with a couple who were looking to sell their home. Their real estate agent told them the…
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Why financial planning is the ultimate marshmallow test
The Marshmallow Test is a psychological experiment designed to determine a person’s ability to delay gratification and plan for a…
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Reader case: My ex-boyfriend stole my inheritance. Am I finished?
I won’t lie. It’s been a rough few days. When our son’s stomach bug was finally back to normal, he…
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October 2025 Fire Update
Hello everyone! Wow, it’s already November. The leaves are turning yellow and it’s a beautiful day in Portland. It rained…
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