
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.

Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.
The number of older Americans who are carrying student loan debt into retirement has grown to 2.8 million from 700,000 in 2005.
Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.
The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.
The years between 60 and 70 present a great opportunity for seniors to make moves to protect their retirement savings.
Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.
A typical Social Security payment is likely to cover basic costs in these areas.
When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them
Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.
Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.
The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multi-employer plans.
The cost of nursing home services is on the rise, with the annual medical cost of a private room in such a facility now standing at $100,375.
While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.
In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.
More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.
There are hundreds of rules and claiming strategies – the wrong one can have major repercussions.
Workers are advised to contribute enough to their workplace plans to get the match even while paying off their college debt.
Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.
The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.