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Financial Considerations for 2015

Is it time to make a few alterations for the near future?

Provided by Jeffrey Davis

                       

2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial. 1,075 more words

US Public Pensions Are In Trouble

Data is coming in for public pensions carried by local and state governments in reference to debt held.

The 25 largest U.S. public pension systems face about $2 trillion in unfunded liabilities, showing that investment returns can’t keep up with ballooning obligations, according to Moody’s Investors Service.

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Indiana

The Status Quo

By Nevin Adams, EBRI

While the prospects for “comprehensive tax reform” may seem remote in this highly charged election year, the current tax preferences accorded employee benefits continue to be a focus of much discussion among policymakers and academics. 699 more words

EBRI

Map “Quests”

By Nevin Adams, EBRI

I’ve been hooked on the convenience of GPS systems ever since the first time one was included in the price of a rental car on a family trip in unfamiliar territory. 771 more words

EBRI

“Short” Changed?

By Nevin Adams, EBRI

My wife is fond of recounting one of our early dates when we ran out of gas.  Now, we were in the heart of a Chicago suburb at the time, not the middle of nowhere, and while the hour was late, I continue to maintain that it was a simple case of my misreading the gas gauge in a relatively new car with which I hadn’t yet gained a full appreciation for just how far I could push such things.  498 more words

EBRI

The Hassle Factor

By Nevin Adams, EBRI

Much is made these days of the application of behavioral finance and the implications for plan design, as well as the role of choice architecture in helping workers make “better” (if not more informed) benefit decisions.  536 more words

Nevin Adams

Surface Conditions

By Nevin Adams, EBRI

Our first home was in the Northwest suburbs of Chicago, a split-level (my wife’s preference), walking distance to the commuter train (my preference), and within our stipulated price range (“our” preference).  683 more words

EBRI