Creating a Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live
Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally,
Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse has in mind? It is at least roughly
Little things to keep in mind for life after work. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss
What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.
Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression
Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no
Why are they made again and again? Download our free eBook, 6 Rules for Investing. Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from
Some are planning wisely, but others are beset by mistakes. Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-1980 are finding themselves caring for aging parents and