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Kerry Hannon at the IPT Forum 2018
Michelle Singletary at the IPT Forum 2018
Maddy Dychtwald at the IPT Forum 2018
Ken Dychtwald from the IPT Forum
Knight Kiplinger from the IPT Forum
Knight Kiplinger from the IPT Forum

Knight Kiplinger’s keynote address and Interview with Murray Feldman from the IPT Forum 2018 for When I’m 65.

IPT National Investor Education Forum 2018
Georgia Financial Survey Results
Georgia Financial Survey Results

The Association for Financial Counseling and Planning Education® (AFCPE®) presents the results from a statewide survey that examined the retirement preparedness of Georgians. The survey, which was funded by a grant from the Investor Protection Trust (IPT) in collaboration with Georgia Secretary of State, Brian P. Kemp, revealed that 42…

Easy Money with Murray Feldman
Easy Money with Murray Feldman

Retirement, investing, and saving can sometimes seem impossible. The costs of home ownership, having children, and dealing with debt may be holding you down from reaching your full financial potential. But, there is hope along the way. Easy Money is your guide to financial clarity. With expert advice and easy…

Lessons in summer: The ROI of plenty of Z’s
Lessons in summer: The ROI of plenty of Z’s

You know, it sounded like a good idea at the time. A personal finance summer camp. As The Wall Street Journal reported early last week: “With names like Camp Millionaire, MoolahU, Financial Investors Club of America and WhizBizKids, the camps are designed to appeal to parents who want to teach…

Social Security’s power of confounding
Social Security’s power of confounding

So let’s say you finally heed all this advice we’ve been hurling your way about saving more, and you sock away an additional 1 percent of your pay. And you wait 30 years until you retire. Meantime, someone else continues to ignore that advice, doesn’t save anything extra and essentially does…

When student loans bite down hard
When student loans bite down hard

This story that appeared last week in The Wall Street Journal has generated a lot of interest and referrals from other websites, generating a good deal of overt and implied aggregation aggravation. So as not to violate the sanctity of The Journal’s paywall, the gist is this. Mike Meru, a…

Advice for the class of 2018 that doesn’t quote dead people
Advice for the class of 2018 that doesn’t quote dead people

Now that we appear to have entered the afterglow phase of graduation, with the requisite commencement speeches festooned with all the Google-exhumed profundities from a veritable Lyceum of erudite dead people, I’d like to place something of a governor or price of entry, going forward, on those who would speak…

Meet the guy who made me an investor
Meet the guy who made me an investor

A quarter of a century ago, at the age of today’s millennials, I was new to a job. Unencumbered with wife and kids. Saving wasn’t a problem, thanks to habits borne of student loan parsimony. But the money was sitting there in a bank, inert. Doing nothing except disappearing more…

Retirement seminar post-mortem: I know more … but what don’t I know?
Retirement seminar post-mortem: I know more … but what don’t I know?

Now that I have risen to the surface after having marinated in a five-hour seminar about retirement planning, I find myself smirking over the phrase “Knowledge is power.” Thanks to this seminar, I have knowledge. But I wouldn’t exactly call what I’m feeling “power,” unless power feels something like being…

Retirement 101: Saving is just the start
Retirement 101: Saving is just the start

The first slide of the seminar about retirement planning is the predictable paint-by-numbers Edvard Munch “Scream” that, after seven weeks of reading retirement stories on the internet, no longer is scary and, if I am honest, made me want to scream: “54 percent of U.S. workers have saved less than…