August 10, 2024 This simple 3-step plan will protect your postretirement nest egg Investing doesn’t stop just because you retire. Here’s how to manage your nest egg after retirement. BY Emily Guy Birken Investing postretirement can be much more complex than it was during your career. You’re going from the simple (but not easy) plan of … Continue reading This simple 3-step plan will protect your postretirement nest egg
August 03, 2024 3 key preretirement investment tips Your retirement is so close you can almost taste it. But is your investment strategy ready for the transition? BY Emily Guy Birken While there is no lack of long-term investment advice for young and mid-career professionals–contribute to your retirement accounts early and often!–there is a lot … Continue reading 3 key preretirement investment tips
July 16, 2024 Why couples should consider staggered retirements In addition to the financial ramifications of staggered retirement, there are the emotional ones as well, including how couples feel about one partner still working and the other tapping on their shoulder wanting to take a trip somewhere. BY Reuters When you envision retirement with a partner, … Continue reading Why couples should consider staggered retirements
By Emily Guy Birken September 30, 2023 There’s an old joke in the financial industry about how simple it is to ensure you have enough money for retirement: Just figure out when you’re going to die and work backwards from there. Okay, so the financial industry isn’t famous for its sense of humor. But … Continue reading Your ‘longevity literacy’ can make or break your retirement planning
Downsizing and Rightsizing: How to Simplify Your Life in Retirement Due / Aug 30, 2023 Part of retirement means re-evaluating your needs and transitioning to a new chapter of life. This downsizing process can be emotional as well as beautiful. Evaluating what you need out of your home can be one of the most freeing and … Continue reading Downsizing and Rightsizing: How to Simplify Your Life in Retirement
By Sam Becker June 28, 2023 It’d be easy to forgive most people for changing or even abandoning their financial or investing strategy over the past few years. With the pandemic, inflation, ongoing prospects of a recession, and rising interest rates, there’s been a lot of economic action packed into a relatively short period … Continue reading Gen Z and millennials are already dipping into their retirement funds—even more than Gen X
By Emily Guy Birken May 13, 2023 Greater work experience often means higher pay, which puts professionals in their 40s and 50s in an excellent position to ramp up their retirement savings. But this time of life also coincides with many additional financial needs, such as helping elderly parents or paying for kids’ higher … Continue reading Six retirement planning tips for Gen X
Tips To Help Retirees Invest in Stocks ValueWalk / 16 Feb 2023 Many would say that stocks are fit only for the young and daring because of the risks involved, and thus, those planning for retirement must stay away from stocks due to their unpredictable nature. However, it is a misconception because equities are … Continue reading Tips To Help Retirees Invest in Stocks
Retirement Plans in 2023: Choosing the Right Account Due / 08 Feb 2023 Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact, according to a Bankrate survey conducted in 2022, 55 percent of American workers are behind on their retirement savings. If you … Continue reading Retirement Plans in 2023: Choosing the Right Account
Seniors Don’t Want to Retire Anymore. Here’s Why and How to Help Due / 06 Oct 2022 Retirement can be a dream for one and a nightmare for another. People treat retirement differently, depending on their requirements and circumstances. While some feel retirement is the time to pack up bags and travel or commit … Continue reading Seniors Don’t Want to Retire Anymore. Here’s Why and How to Help
