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Almost Half of Younger People Want to Retire by 60

Category: Financial and taxes in retirement

June 14, 2023 – A study on retirement by the World Economic Forum found considerable unease about retirement issues in various age groups. Health and income issues were prevalent among its Pulse Poll respondents. The report was focused on how individuals, companies, and government will respond…

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Published on June 15, 2023
Comments 3

Frozen About Downsizing – You Need a Move Manager

Category: Downsizing

June 7, 2023 – Now in their 80s and 90s, our friends Jane and Jack knew that they were going to have to downsize from their 3 bedroom townhome. They both had health problems, and the stairs to the upstairs MBR was becoming a problem for Jack’s knees. But, they…

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Published on June 6, 2023
Comments 6

Why Didn’t Anybody Tell Me This Stuff Before I Retired

Category: Retirement Planning

March 15, 2023 — It seems like a person shouldn’t be allowed to start retirement until they went through a course. There are so many important decisions – when to take Social Security, where to live, what to do all day, how to budget for the long haul, etc. To…

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Published on March 14, 2023
Comments 6

Ho Hum… or Retirement Outlier, How Does Your Retirement Compare

Category: Retirement Planning

March 7, 2023 — It is the rare person who strikes out on the unbeaten path, and that includes their route to retirement. Usually we prefer to follow a track made by someone else, learning from their experience and thereby avoiding unexpected mistakes and mishaps. It is helpful to know…

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Published on March 6, 2023
Comments 1

10 Myths That Could Sink Your Retirement

Category: Financial and taxes in retirement

January 28, 2023– Myths, misunderstandings, and just plain faulty thinking occur in retirement, just like they do in every other phase of life. This “10 Myths That Could Sink Your Retirement” article explains that, unlike earlier stages in our careers, where there might be a second chance at recovery, a…

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Published on January 28, 2023
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The Best States: Where Are Retirees Moving to?

Category: Best Retirement Towns and States

January 23, 2023 — Many retirees move when they retire, although most remain in their existing state. A smaller percentage, probably between 10 and 20%, will find a different “best retirement state”. The big question is – what states are they moving to? The answer to that question is –…

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Published on January 21, 2023
Comments 16

Step Aside Baby Boomers: Gen X  Is Starting to Retire

Category: General Retirement Issues

December 20, 2022 –  There is a new crush of retirees coming to town, and they are not Baby Boomers. Generation X, those born from 1965 to 1980, are finally getting their turn in the retirement spotlight, a very big demographic shift in the making. The eldest GenX-ers will turn…

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Published on December 19, 2022
Comments 8

Spousal Incompatibility in Retirement? Try These Ideas!

Category: Family and Retirement

November 2, 2022 – Thanks to everyone who took the time to take last week’s instant poll on spousal compatibility around retirement decisions. The good news is that the vast majority of you all are either extremely compatible (25%) or mostly compatible (41%). Luckily, only a handful are extremely incompatible.

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Published on November 1, 2022
Comments 1

Instant Poll: Spousal Compatibility on Retirement Plans

Category: Family and Retirement

October 26, 2022 – The topic of spousal compatibility around retirement planning is an intriguing topic. We are not talking about how you and your spouse or partner get along day to day, but more specifically about retirement planning. Did you/do you have the same ideas about when and where…

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Published on October 25, 2022
Comments 13

Hallie Declutters After a Lifetime of Yard Sales

Category: Downsizing

Our thanks to the NY TImes best-selling author HALLIE EPHRON for allowing us to reprint this amazing story from JungleRedWriters.com. Decluttering, ridding out, downsizing, whatever you want to call it, is hard. This is a wonderful and touching tribute, thank you! Note: Jerry, with whom…

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Published on October 25, 2022
Comments 11

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