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Sunday, June 11, 2023

Systematic Comparison of Assets and Liabilities, Part 2

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This post is a follow-up to our post of April 11, 2023 entitled, “ Systematic Comparison of Assets and Liabilities—Its How We Actuaries Roll...
Saturday, June 3, 2023

Wade Pfau Touts Use of Basic Actuarial and Financial Principles for Retirement Planning

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Thanks to Dr. Wade Pfau, Founder of Retirement Researcher, Principal and Director of Retirement Research for McLean Asset Management, Resear...
Wednesday, May 31, 2023

Ken Steiner Interviewed on Money Mountaineering Podcast

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Check out my interview with Pete Neuwirth on his 9th episode of Money Mountaineering .   You will quickly discover why I made my living as a...
Sunday, May 21, 2023

Unfortunately, Congress Did Not Adopt a Better Financing Approach for Social Security in 1983

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In 1982, I wrote a paper for the Transactions of the Society of Actuaries entitled, “ A Better Financing Approach for Social Security 1 ”. ...
Saturday, May 6, 2023

Don’t Forget Your Taxes

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Taxes (federal, state, local, real-estate, Social Security, Medicare, etc.) are essential expenses that, unfortunately, must be planned fo...
Wednesday, May 3, 2023

Would You Trade Your Pension for What is Behind Door #2?

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E very so often we read something in the retirement-advice media with which we simply cannot agree. Recently, we ran across a video from K...
Sunday, April 16, 2023

Plan on Future Adjustments to Your Retirement Plan

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Ongoing retirement planning involves making best estimate (or conservative) assumptions about the future and making necessary adjustments ...
Tuesday, April 11, 2023

Systematic Comparison of Assets and Liabilities—It’s How We Actuaries Roll

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In our last post , we discussed how Social Security actuaries compare system assets with system liabilities on an annual basis to determin...
Saturday, April 1, 2023

What is Social Security’s Funded Status?

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This post is a geeky dive into the primary metric used to measure Social Security’s funded status and how similar this metric is to the Fu...
Saturday, March 25, 2023

What’s Your Funded Status?

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While our recent posts suggesting that households focus on their Funded Status are perhaps beginning to sound like a broken record, we can...