We recently asked ChatGPT two questions about using the Actuarial Approach and its Funded Status metric to evaluate a household’s retirement sustainability. ChatGPT had high praise for the Actuarial Approach.
Saturday, May 23, 2026
Saturday, May 16, 2026
How Bad Will the News Be in the 2026 Social Security Trustees Report?
The 2026 OASDI Trustees Report is expected to be issued in the near future. Last year, the 2025 report was released in June. Like we did last year, we will take a shot at predicting this year’s 75-year actuarial balance (deficit) before the report is issued.
Friday, May 8, 2026
What is Your “Sleep Well at Night” Funded Status?
In this post, we discuss how you can use the Actuarial Approach and its funded status metric to help you feel more confident about your spending plan in retirement. It is a follow-up to our post of January 11, 2026.
Bottom line: Having a sufficiently high funded status can help you sleep better at night. The question we address in this post is just how high does this target funded status need to be for you—120%, 140% or higher?
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