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Kelly Advisor Podcast

Jul 8, 2022

  1. A recent brief published by The Center for Retirement Research at Boston College sheds light on this issue. 
  2. Learn about the evolution of retirement plans: the decline of defined benefit plans and the rise of defined contribution plans. 
  3. Future retirees may need to alter behaviors to protect against outliving their...

Jun 15, 2022

  1. Northwestern Mutual's 2022 Planning & Progress Study found that 60 percent of U.S. adults say that the pandemic has been highly disruptive to the way they manage their finances. But they have taken certain actions to buttress longer-term financial security.  
  2. DALBAR's 2022 Quantitative Analysis of Investor...

Mar 31, 2022

  1. We are indeed experiencing the highest inflation since the early 1980s, which really had its roots in the 1970s. 
  2. Still, conditions in this decade are very different from 50 years ago.
  3. After WWII, higher inflation resulted from manufacturing disruptions, rebounding demand for consumer goods, and soaring money growth......

Mar 11, 2022

  1. According to Pew Research, over 50 percent of older workers are now out of the workplace. That is up from 48 percent just prior to the pandemic. 
  2. Older workers continued to work through recessions dating back to the 1990s. The pandemic-induced recession in 2020 saw that trend reverse.  
  3. The 2008-2009 Great Recession...

Mar 4, 2022

  1. Learn how Social Security is actually funded.
  2. The 6.2 percent Social Security payroll tax has been constant since 1991. Is it time to change that?  
  3. The solution to future funding gaps may in fact be a blend of boosting revenue to the system and slowing down benefit payments.