Retirement In Sight: To Retire, or Not to Retire?
To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted…
Retirement In Sight: This Year, There Is More Incentive to Give
This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special…
Retirement In Sight: Most Americans Think They Will Work in Retirement
Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may…
Retirement In Sight: Are Vehicle Costs Blocking the Road to Retirement?
Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here…
Retirement In Sight: Could You Retire at 55?
Could You Retire at 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would…
Retirement In Sight: Figuring Out When to Start Your Second Act
Figuring Out When to Start Your Second Act Many Gen Xers and baby boomers look forward to retiring on their terms. In such a circumstance, a key question becomes when…
Retirement In Sight: Has the Pandemic Affected the Retirement Mind-set?
Has the Pandemic Affected the Retirement Mind-set? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their perceptions about retiring. The 2020…
Retirement In Sight: You Might Spend Less—Later in Retirement
You Might Spend Less—Later in Retirement A 2019 white paper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend to spend less as they age. EBRI analyzed a…
Retirement In Sight: How Should Preretirees View Illiquid Assets?
How Should Preretirees View Illiquid Assets? Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or…
Retirement In Sight: Using Your Quarantine as a Trial Run for Retirement
Using Your Quarantine as a Trial Run for Retirement Staying productive in the time of COVID-19 can be a challenge. Rather than pulling out the board games, you might want…