What We’re Reading Feb 2019

Stock photo of papers with graphs, a keyboard, and a fancy pen

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found interesting. It is also sources that we believe are public. We pay for a great deal of research and we cannot include those articles.

1. Would greater awareness of Social Security Surivivor benefits affect claiming decisions?

A paper from Boston College’s Center on Retirement Research talks about the lack of awareness around Social Security survivor benefits. If such awareness were increased, would it change the behavior on claiming decisions?

2. What is an Index? – Morningstar

A great article from Morningstar’s Director of ETF research on what is an index? Our readers frequently see terms like Dow Jones Industrial average or S&P500 but what does it mean exactly? What is their purpose?

3. TCJA Final IRS Guidance – Journal of Accountancy

For those of our readers who enjoy taxes, here is a brief from the Journal of Accountancy on some of the final regs from our new tax law.

4. How does delayed retirement affect mortality and health?

Another interesting paper from the Boston College Center on Retirement Research about the effects of delayed retirement on Mortality and Health.

 5Boomer Brain Drain – The big mistakes employers are making

This article covers some of the challenges facing businesses today as Baby Boomers continue to transition from the workforce. How to transfer those  responsibilities to the next in line.

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