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For many of us, retirement will mean living on a lower monthly income than we’ve earned throughout our careers. That’s why budgeting becomes more important than ever when you retire. As you transition into this new stage of your life, watch out for these ten common money wasters. Buying the…
Once you’ve retired, who would want to go back to work? Actually, quite a few retirees are doing exactly that! For a number of different reasons, about 1.7 million retirees had decided to go back to work as of March 2022. But why? There are a number of reasons that…
We have some good news: According to a recent survey by the Employee Benefit Research Institute, 77% of retirees believe they can live comfortably throughout retirement. That’s good news, but what is the source of this confidence? It appears that today’s retirees draw income from a variety of sources, including…
Decades ago, you might never have thought to assess your net worth. But once you reach your sixties, that number can tell you a lot about your retirement readiness. If you’re considering retirement, you might also feel curious about how your own net worth measures against others in their sixties….
Our goal is always to help clients establish reliable, long-term streams of income that will hopefully last throughout their retirement years. But sometimes fate has other plans. While you can’t control every economic or cultural factor that can alter your retirement plan, anticipating these potential surprises can help you to…
We often remind our readers that Social Security was never meant to fully fund anyone’s retirement, but was intended as a supplement to other retirement income that you establish yourself. Unfortunately, 31 percent of Americans have accumulated zero retirement savings, and many others have inadequate savings. So yes, many people…
It’s not surprising that you might feel a bit of anxiety as you approach retirement. People have always experienced these emotions, and it’s a completely normal way to feel before a major life change. However, we can understand that during these uncertain times, some of you might be feeling more…
When we help clients put together a long-term retirement plan, we usually prefer to focus on goals. How do you envision your retirement? Where do you want to live? What is your expected lifestyle? These questions, and more, help us to pinpoint your financial needs and set goals for the…
As we look forward to retirement, one of our primary concerns is whether or not we’ll run out of money. After all, for some lucky people retirement can last two decades or more! So, if you’re trying to assess whether your savings will last, consider the following factors. Have you…
Retirement often does not look exactly as we had pictured. Sometimes there are happy surprises, and at other times retirees feel disappointed by some aspect of their decisions. When it comes to taxes on Social Security benefits, pretty much everyone would agree that is an unwelcome surprise. But there are…
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