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South Carolina’s State Retirement System Revamped
South Carolina’s State Retirement System Revamped

Peter Pigeon Credit Mike Switzer/SC Public Radio For many years, South Carolina’s retirement system has been projected to be unable to meet the benefit payments promised to its retirees.  In April of this year, Governor Henry McMaster signed a bill designed to fix that issue. Our next guest says that…

Can You Make Your Own Happiness?
Can You Make Your Own Happiness?

With many millennials abandoning the “traditional,” idealized life path of college, job, marriage, kids, retirement, traditional measures of what it means to be successful have been abandoned, too. For lots of us, the goal isn’t to work our way up the ladder at work. Rather than trying to reach a certain rung, we’re gauging success by…

4 People You Shouldn’t Take Financial Advice From
4 People You Shouldn’t Take Financial Advice From

(This article appeared originally on NextAvenue.org.) It’s shocking how many people act as though they’re experts in areas that require a substantial amount of education and experience. We all have the know-it-all relative who can diagnose any illness. Or the family friend who instantly identifies the source of the rattling noise…

How to Bounce Back from a Financial Stumble
How to Bounce Back from a Financial Stumble

(This article appeared originally on NextAvenue.org in partnership with Chasing the Dream.) Money is the last thing you want to think about when a traumatic event upends your life. If you or your spouse has been laid off, your home was damaged by a deadly storm, you’ve had a major unexpected money…

Why Women Entrepreneurs Over 50 Hold the Aces
Why Women Entrepreneurs Over 50 Hold the Aces

The conventional wisdom about older female business owners is wrong This is not a how-to column for women over 50 who want to start their own businesses, but rather a “why not?” one. We hear a lot about sexism against businesswomen and a lack of venture capital for women-owned enterprises.…

Making America’s Workplace Savings Plans Work Better
Making America’s Workplace Savings Plans Work Better

The ‘From Here to Security’ author’s Workplace Savings 4.0 proposals (The following is adapted from From Here to Security: How Workplace Savings Can Keep America’s Promise, published by McGraw-Hill.) Boomers approaching retirement are participating in the late stages of a 40-year financial experiment: the first generation to finance retirement with…

Only Half of Cleveland Area Residents Have a Financial Plan
Only Half of Cleveland Area Residents Have a Financial Plan

Findings Point to Strong Need for “Building the Bridge” Investor Education Push in Ohio: Cleveland Area Residents Invited to Next Event Set for Thursday, With Documentary Screening and Experts Available. CLEVELAND, OH – September 12, 2017 – The bad news: Only half of Cleveland area residents have a financial plan…

4 People to Never Take Financial Advice From
4 People to Never Take Financial Advice From

Words to the wise about people who just want to help It’s shocking how many people act as though they’re experts in areas that require a substantial amount of education and experience. We all have the know-it-all relative who can diagnose any illness. Or the family friend who instantly diagnoses…

How Parents Can Help Their Financially Anxious Millennials
How Parents Can Help Their Financially Anxious Millennials

Four surveys show where kids of boomers and Gen Xers could use nudging Millennials seem to have it all going on: They’re confident, tech-savvy and understand the importance of work/life balance far better than many of their boomer and Gen X parents. Turns out, though, new studies show that Gen…

The Wisest Retirement Solutions for Women
The Wisest Retirement Solutions for Women

Highlights from a recent symposium on the topic And the beat goes on…is a refrain that kept rolling through my head after attending the symposium Tuesday hosted by the Women’s Institute for a Secure Retirement (WISER) in Washington, D.C. The topic: retirement solutions for women. I was honored to be…

How Debt Is Threatening Retirement Dreams
How Debt Is Threatening Retirement Dreams

A troubling analysis of the finances of Americans 50 and older (Editor’s Note: This story is part of a partnership between Chasing the Dream and Next Avenue.) Many Americans are bringing more than just their bucket lists with them into retirement. According to a recent analysis by MagnifyMoney, the site…

The Best Way to Stress Less About Money
The Best Way to Stress Less About Money

Protect yourself against life’s inevitable financial shocks — before they happen (This column marks the debut of a bimonthly Next Avenue column on financial wellness by former Money magazine editor-in-chief Diane Harris. It will offer insights and advice to help you take the stress out of managing your money and…

What is the ‘Fiduciary Rule’?
What is the ‘Fiduciary Rule’?

Did you know investors may not have your best interest at heart?     Did you know investors may not have your best interest at heart? The Labor Department says retirement savers lose an estimated $17 billion a year due to questionable financial advice. But according to the Washington Post,…

Protecting Yourself Against Fraud
Strong Need for Statewide Investor Education Push
Strong Need for Statewide Investor Education Push

Strong Need for Statewide Investor Education Push Seen In New Poll Showing Fewer Than Half Of Ohio Adults Have Financial Plans Ambitious Statewide “Building the Bridge” Program Launched to Encourage More Ohio Residents to Save and Invest for Retirement; Events Planned in Columbus, Cleveland, and Cincinnati/Dayton. COLUMBUS, OH – April…