September 19, 2024 Retire like a pro by doing these 5 things Retirement is about emotional needs as well as financial. BY Reuters If you find it hard to plan for retirement, here is a little secret: It is hard for everyone—even the world’s foremost experts on the topic. Take Christine Benz, for example. As the … Continue reading Retire like a pro by doing these five things
Category Archives: Retirement
What to do if you run out of money in retirement
August 25, 2024 What to do if you run out of money in retirement Other than the useless suggestion that you should have saved more, traditional financial advice doesn’t offer much guidance if you outlive your money. BY Emily Guy Birken We tend to think of 65 as the traditional age for retirement, but the … Continue reading What to do if you run out of money in retirement
Here are tips to retire abroad and expert investment advice
August 16, 2024 Here are tips to retire abroad and expert investment advice Do you dream about living overseas when you retire? My husband and I like to talk about our ideal retirement spot. We both like the idea of a beach with mountains nearby. Oh, and he needs good sushi. I want culture and … Continue reading Here are tips to retire abroad and expert investment advice
This simple 3-step plan will protect your postretirement nest egg
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
3 key preretirement investment tips
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
Why couples should consider staggered retirements
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
Your ‘longevity literacy’ can make or break your retirement planning
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
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
Gen Z and millennials are already dipping into their retirement funds—even more than Gen X
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
Six retirement planning tips for 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