Elderly couple on a bike ride in the forest

More Retirees Say They Have Money to Live Comfortably

There was a survey that was recently taken by the Employee Benefit Research Institute. People were asked if they were confident that they will have enough money to live on when they retire. Eighty percent of people stated that they were comfortable enough to live on during retirement. The number has not been that high […]

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Money jar with pension label.

Treasury Department Agrees To More Lump-Sum Pension Payments

Additional lump-sum pension payments have been approved by the Treasury Department. If the retiree accepts these buyouts, there is a good chance they are going to lose their money. The recent pension changes have enabled companies to buy out the lifetime annuity payment of the senior with just one lump-sum payment. This change may have […]

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Do Your Investments Match Your Risk Tolerance?

When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance for risk. Over […]

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Boomers Face Tougher Retirement Than Their Parents Did

A recent report has shown that American consumers in the “Boomer” generation are currently struggling more to retire comfortably than those in their parent’s generation did on average. There are several causes to this situation, but one of the main causes has been identified as the housing crisis that took place around a decade ago […]

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Social Security

Top Things to Know About Social Security

If you are approaching retirement, it’s important to know about all your options. You probably already have an IRA or 401(k) for your eventual retirement. However, there is also the option of Social Security (SS). There are certain facts to know about it. SS Isn’t Going Bankrupt In spite of the rumors that SS is […]

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female retiring single

Preparing to Retire Single

Unmarrieds need to approach retirement planning pragmatically.                 In an ideal world, it would be simple to prepare for a solo retirement.You would just save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality dictates […]

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Financial Fraudsters Preying on Boomers & Elders

If something sounds too good to be true, it probably is.   If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number of too-good-to-be-true “investment opportunities” to retirees. Given […]

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retirement planning

Lessons Learned On The Path To Retirement

After decades of working hard day after day, retirement can seem like the easiest thing in the world. But going from a busy career to having nothing but free time can be a difficult transition. In the months and years leading up to retirement, retirees should consider what their life will be like after taking […]

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Planning a Trip with the Grandkids

Top 10 Best States to Retire In

When people begin nearing the age of retirement, many people start thinking of where they would like to retire. For some, it’s obvious: Maybe you want to stay right where you are, surrounded by family, or maybe you’d like to move to be closer to family if you currently live far away. But if that […]

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