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Try It NOWCategory: Downsizing
December 11, 2022 — One of the best pieces of advice we have heard is to think about downsizing in retirement. Finding a smaller, lower maintenance place to retire can unlock equity in your home so you can maintain a great lifestyle with less income. It can also simplify your…
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Category: Best Retirement Towns and States
Updated Feb. 2025 (Dec. 7, 2022) — For the people who see red when they think about paying taxes, the good news is that there are plenty of tax friendly states to retire in. There are enough choices that they can pick a state for retirement based on other factors…
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Category: Financial and taxes in retirement
December 4, 2022 — Folks who were born in 1950 face their first Required Minimum Distributions (RMDs) from their IRAs and 401(k) type plans. The SECURE Act of a few years ago fixed the age for RMDs to kick in at age 72, starting with folks born after July 1,…
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Category: Active adult communities
Update June, 2023 – In another development, Governor DeSantis recently signed the much anticipated Surfside Glitch Bill, SB 154, into law. The bill relieves some of the ambiguity in SB 154. It also provided relief for some provisions of the law such as allowing a Milestone Inspection to be provided…
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Category: Financial and taxes in retirement
Nov. 10, 2022- A disturbing statistic emerged in 2021. In that year 10.7% of America’s over 65 population lived in poverty, up from 9.5% in 2020. While that is a lot better than the third of elderly Americans who were in poverty before Medicare came along, it is an alarming…
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Category: Financial and taxes in retirement
Sept. 22, 2022 — Thanks to the pandemic, the Russian invasion of Ukraine, and other factors, inflation is raging here in the U.S. and everywhere in the world. While early estimates are the 2023 Social Security COLA will be one of highest in history at 8.7%, that will not be…
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Category: Financial and taxes in retirement
August 17, 2022 – After reaching record highs, the stock market is down almost 12% this year. Perhaps just as bad, inflation is raging at over 8%. Both of these developments make for a terrible situation for retirees, especially for those just beginning their retirement and worried about outliving their…
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Category: Financial and taxes in retirement
July 13, 2020 — Not everyone wants to have a roommate in their retirement, but for many they are a great solution. A PBS Newshour feature this week, “High Costs Spur More Baby Boomers to Find Roommates“, highlighted how many homeowners are finding homesharing to be…
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Category: Financial and taxes in retirement
July 6, 2020 — A new study focussed on the financial issues that retirees should really be concerned about, and then it measured what they actually worried about. The results are interesting – it seems like many people are downplaying the risks that should concern them, like how long they…
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Category: Financial and taxes in retirement
June 29, 2022 — More than a few retirees on Social Security turn down work that they would like to do. The concern is that their benefits will be reduced, thus making the effort not worthwhile. To help people understand how work might affect your Social Security benefits, here are…
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