Category: Retirement

  • It pays to volunteer in retirement

    By Joel Dresang After we’re no longer working for our money — when we rely on our money to work for us – volunteering is a healthy way to capitalize on the time we have left. We can extend our years and accentuate our days. Volunteering is one way to both sustain our health and…

  • Moving the goal posts to full retirement

    By Joel Dresang The trickier question raised by governments extending the retirement age is the non-financial quandary of when should we call it quits and begin the next phase of our lives? Semantically, it’s the difference between when can we retire and when should we. […]

  • Longer living afterthought to retirement

    Longevity experts call for a recasting of when and how we retire. That would require rethinking – and coaching.

  • Retirement risk concerns out of order

    By Joel Dresang It turns out we generally misplace priorities when assessing what to expect in retirement. […]

  • Rust in retirement can affect finances

    By Joel Dresang When we retire, we leave behind more than a job, more than a desk chair indelibly contoured to our proportions, more than a cadre of 9-to-5 companions. It turns out many of us leave a bit of our minds. “Retiring is associated with increased risk of cognitive decline,” says a report from…

  • How part of portfolio can act as pension

    By Joel Dresang I am part of a vanishing class of workers with so-called defined-benefit plans—company-funded accounts guaranteeing set monthly payments in retirement. There used to be more of us. My pension is from a former employer. In my age group, 1 in 10 households has a pension. That’s down from more than 6 in…

  • Knowing when to tap Social Security

    Social Security benefits play a bigger role in retirement timing than most people realize.

  • Retirement spending: Safe rates

    In a Money Talk Video, Art Rothschild explains when retirees can consider varying the withdrawal rate for their investments.

  • Retirement spending with heirs in mind

    Dave Sandstrom explains how strategies for tapping retirement accounts can vary when investors expect to leave money behind.

  • Deciding which retirement accounts to tap

    In a Money Talk Video, Dave Sandstrom explains the differences among various retirement accounts.