Retirement Living
The Grandma Check: How Big (or small!) do you make it?
The grandma check, filled out in careful handwriting and mailed well in advance to ensure timely delivery, is a treasured part of many Americans’ birthday or holiday traditions. But while the concept is simple, the art of grandma check-giving can be pretty complicated. Send too much, and you risk setting a precedent that will drain your bank ...Read More
Fraud Happens. To US. Here’s What to Watch For…
Seniors lose $36.4 billion each year to financial abuse — $16.8 billion of which comes from deceptive investing tactics designed specifically to take advantage of older Americans.¹ Also known as “financial exploitation,” this type of investment fraud is defined by the use of misleading language to obtain account information and permission to access...Read More
6 Signs That You’re Ready (Maybe) to Retire Early
You may dream of retiring long before a traditional 60-something retirement age, but be careful about making that leap too soon. If you're not emotionally ready to quit working, you may not be ready to retire.
3 “Musts” When Downsizing for Retirement
Downsizing means to make something smaller. No matter if that ‘something’ is an old CD collection or the big pile of junk in your garage. But when you’re facing reducing everything you own so you can retire to a neat little cottage for a well-earned life of leisure, it’s another matter altogether. It’s your whole life! Downsizing: Here’s What You N...Read More
Finding the Perfect Fit for a Volunteer Experience
If you fear being bored or worry what you’ll do once retired, volunteering your time could be the best thing that ever happened to you. Your life experiences or professional training could be a perfect fit to mentor, transform public education, implement clean water projects or build houses in developing nations. If you have ever considered v...Read More
Reduce Your Health Care Costs: 6 Great Tips!
Key Points Medical costs typically go up as you age and can account for a large portion of your overall expenses in retirement. There are many health-care related expenses that are not covered by Medicare or Medicaid. Your health and wealth can be closely tied – especially when it comes to planning for retirement. The actions you take...Read More
3 “Musts” When Downsizing for Retirement
Downsizing means to make something smaller. No matter if that ‘something’ is an old CD collection or the big pile of junk in your garage. But when you’re facing reducing everything you own so you can retire to a neat little cottage for a well-earned life of leisure, it’s another matter altogether. It’s your whole life! Downsizing: Here’s What You N...Read More
Retirement Planning: How, When, and Why
Retirement can be an exciting time when you get to explore lots of new interests and activities. Retirement planning is how you make sure you have enough income for all the adventures ahead!
5 Reasons to Move to a Retirement Community
Those who know my parents, who have always been active types, know that the word “retire” was never part of their vocabulary. So you can imagine my utter shock when they brought up the subject of retiring.
Annuities: 5 Pros and Cons
At face value, annuities offer a solid deal: guaranteed income for life. But they are not the most straightforward of products. Annuities can be a cash cow for insurance companies and the people who sell them — making it important for you to understand them and trust your source of information.
Flexibility in Retirement – an Asset Worth Investing In
If you are reading this, you are probably saving up for your retirement, have run countless numbers, and are looking forward to the day when you are financially independent. In our articles, we have mentioned many times that retirement must be based on good money sense, but we have also emphasized that it’s the emotional component of this new lifes...Read More
Retirement – Making It Meaningful!
At various times in our lives all of us come to a fork in the road – that place where we need to make a decision about where we want to go for our future. Picking a career, choosing a spouse, or determining whether or not to have children are examples of these significant junctures. We think that choosing to retire early rather than working f...Read More