Jean Chatzky: March 13, 2020


Learn how a new initiative helps simplify retirement planning by focusing on life’s essentials



Personal Finance Journalist, Author


Planning for retirement can be daunting. With less Americans having a pension to cover their costs, too many think they can rely on Social Security, which at best only covers about 40% of your income needs. More Baby Boomers approach retirement every year, and it’s more important than ever to have a sound financial plan the future.


The Alliance for Lifetime Income, a non-profit educational organization, is launching the M.U.G. initiative, a new approach to retirement income planning. M.U.G.(Medicine. Utilities. Groceries) will offer Americans a fresh approach to planning for a lifetime of income in retirement. MUG is about estimating and adding up your essential monthly expenses – things like monthly prescriptions, utilities, or groceries – whatever you decide are essential expenses and costs you must pay for. After you’re done, the next step is to ensure you have protected lifetime income, like an annuity, to help cover some of those essential expenses.


On March 5, personal finance expert Jean Chatzky will be available for interviews. She will tell your audience more about the M.U.G. Initiative and offer tips on how you can start planning now for a secure income in retirement. She’ll also reveal the results of a new national retirement survey.


For more information please visit:


Jean Chatzky, the financial editor of NBC’s “Today Show,” is an award-winning personal finance journalist, a best-selling author, Alliance for Lifetime Income education partner, AARP’s personal finance ambassador, and host of the podcast, “HerMoney with Jean Chatzky” on iTunes. She is also cofounder and CEO of HerMoney, a new digital media company focused on improving the relationships women have with money. In March, her book, Women With Money: The Judgment-Free Guide to Creating the Joyful, Less Stress, Purposeful (and Yes, Rich) Life You Want will debut. She also wrote AgeProof: Living Longer Without Running Out of Money or Breaking a Hip with Dr. Michael Roizen. In 2015, Chatzky teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching two million schoolchildren each month. She lives with her family in Westchester County, New York.


Produced for: Alliance for Lifetime Income

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