Retirement
Found 75 Articles.
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Evaluating Health Savings Accounts
The Health Savings Account (HSA) is one of the best retirement planning vehicles available, perhaps the best. It has tax advantages at every phase of the life cycle. It also helps you save for one of teh largest retirement expenses: medical care. Morningstar recently evaluated some of the largest HSA providers. It found only one […]
FINRA Senior Helpline Marks 2nd Anniversary
Over $4.3 million in voluntary reimbursements have been made to seniors thanks to calls to Financial Regulatory Authority (FINRA) senior helpline, FINRA announced on the second anniversary of the helpline. As we discussed in Retirement Watch in the past, anyone can call the helpline to alert FINRA to fraud or abuse against senior citizens. The […]
Midlife Crisis at 90 Years of Age?
This psychiatrist says that the traditional midlife crisis hasn’t been established by data (subscription might be required) but that in his practice he’s found more elderly are having episodes with the earmarks of a midlife crisis. He says these episodes usually are triggered by a series of losses and other events that are too much […]
The Retirement Crisis and Course Corrections
Many surveys and reports indicate that a high percentage of Baby Boomers aren’t financially prepared for retirement. This leads to discussions of how bad things will be for these future retirees. This survey has a different result. It found, as the others have, that a low percentage of Baby Boomers have their retirement finances in […]
For Those Turning 80
The essayist Joseph Epstein is turning 80 years old and, naturally, wrote an essay about it. It has some wit, insight, and, of course, grumpiness. Some of the reflections are personal, while others generational. My generation grew up with memories of the country’s one good war—World War II—hummed the sophisticated music of the Gershwin brothers, […]
Opportunities for Phased Retirement
More and more companies are giving employees a choice in addition to continuing to work full-time or retiring full-time. The phased retirement plans allow a long-term employee to switch to part-time work. That allows the worker to ease in to retirement and maintain the structure and social contacts of work. It also lets the company […]
The New Rules of Retirement
You might like my book, The New Rules of Retirement, revised edition. I can help you plan for later years, regardless of your age. It also makes a great gift for friends and loved ones. It covers all the financial issues of retirement and retirement planning. You can think of it as “The Best of […]
How the Financial Crisis Affected Retirement Preparedness
The Congressional Budget Office says that those closest to retirement were hurt badly by the financial crisis, and their finances haven’t recovered despite the stock market recovery. The CBO only uses data through 2013, so we don’t know if the picture is better know than in this report. But those pre-retirees not only lost value […]
