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
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
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
Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. It isn’t merely a matter of investment decisions that makes the
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”
A deep dive into workers' expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Was your
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. CAPITALISM - A DEFINITION: "An economic and political system in which a country's trade and industry are
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only