Category: Retirement
Inflation-minded retirement investing
For investors who still feel shaken by the 2022 inflation spike, Art Rothschild offers a single word of advice: Patience.
Why I’m budgeting for retirement
“It’s very much about understanding where (the money’s) going so that you can then piece together what you have to work with.”
Retiree surprises and “chunk or nothing”
Research shows most retirees face surprises. The bottom line is to expect the unexpected – and try to be ready to adjust.
Separating self from true value
Although managing money is mostly a rational pursuit, emotions often play a part.
Handling wealth: Age-old questions
Out of curiosity, I started looking for a convenient do-it-yourself cognitive test I could take.
A glimpse at retirement down the road
Of course, all our scenarios of where to live in retirement entail financial consequences – along with investment implications.
Retirement: The matter of saying when
I have given notice. I told my boss when I intend to retire.
Social Security benefits not going away
By Joel Dresang there are good reasons for taking Social Security earlier. But the reasons vary by individual, which makes it wise to consult a financial professional who knows your particular situation. There also are bad reasons for taking Social Security early. Among them: Headlines. […]
Lower inflation, lower Social Security raise
The Social Security Administration says beneficiaries will get a raise of 3.2% beginning in January. […]
Do you need to worry about retirement?
By Joel Dresang Overconfidence can be hazardous to investors. Research economists at Boston College have found that nearly half of all households are at risk of not affording their retirement. But only about one third acknowledge it. Most at risk: High earners. […]