It’s Simple: Retirees Go Where They are Treated Best
For years retirees have flocked to Florida for its warm weather, and more importantly to many, its low taxation. But with the flood of...
Your Retirement Life: A Simple Way to Retire where You want to Live
You want to make sure your retirement plans are right for you. As I wrote to you yesterday, testing or experimenting by actually living...
Wealth Shock! “All of a Sudden Their Wealth is Gone”
You simply cannot afford to take heavy losses in or near retirement. From a financial standpoint the arithmetic of losses is devastating—lose half your...
Your Retirement Life: It’s OK to Take It Easy
When you retire, the feeling that you need to always be doing something will be there. It’s important to remember you’ve earned the luxury...
How Many “Retirees” Will Keep Working?: Part IV
When Laura Sexton retired as a senior chief hospital corpsman in the US Navy, she applied her Navy skills to her new job: Lead...
Falling Short on Retirement: Should You Save More or Work Longer?
The WSJ reports today on a new paper from the National Bureau of Economic Research illustrating the trade-off between working longer and saving more....
How Many “Retirees” Will Keep Working?: Part II
Of Americans aged 50 and over who are still working, 31% haven't even prepared a retirement budget. Of that same group 73% prepare to...
A Difficult Phrase to Say: “Enough Already, I’m Retiring”: Part II
I had a great conversation with a client yesterday who told me he has finally decided to retire. He could have retired years ago...
What Should You Buy?
Even after a mini-correction in the S&P 500, most stocks still aren’t cheap. So what should you buy? In 1991 I wrote that utilities...
Are You a Baby Boomer with a Retirement Income Problem?
Originally posted October 23, 2017.
You need income in retirement. It’s that simple. But to many, retirement income, and the lack thereof, is a problem...