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Late Term Retirement: A Family Discussion

Category: Family and Retirement

September 28, 2022– As a follow up to our recent article, “There Might Be More Than One Kind of Home for You in Retirement“, this one concentrates on the latter stage of retirement. What you will do when you are a little less active, and your abilities are not…

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Published on September 28, 2022
Comments 11

Downsizing: Maybe You Need to Hire a Move Manager

Category: Downsizing

October 20, 2022 — Moving at any age is bad enough. But baby boomers have spent decades acquiring all kinds of stuff, adding to the challenges of age. Moving at our age usually means downsizing, when we realize we have 1,000 pounds of stuff (furniture, knicknacks, collections, etc.) that we…

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Published on July 21, 2022
Comments 2

New Study Says Retirees Are Worried About the Wrong Things

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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Published on July 6, 2022
Comments 4

What I Learned After 15 Years of Retirement

Category: Retirement Planning

June 4, 2022 – Five years ago we opined about the 10 things we think we learned after ten years of being retired. We took another look at that article, and it all still makes sense. But we couldn’t resist adding three more that hadn’t occurred the first time. Here…

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Published on June 3, 2022
Comments 0

Gen X Is More Worried About Retirement

Category: Financial and taxes in retirement

April 27, 2022 — Of all the current demographic generations, Gen X is the one most worried about its retirement, according to a research study from the SOA Research Institute. They are the folks born between 1965 and 1980, and are the next demographic group to…

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Published on April 25, 2022
Comments 2

8 Habits of Very Successful Retirees

Category: Retirement Planning

November 9, 2021 — A happy retirement is something people look forward to with great anticipation. But just what are the keys to a successful retirement; the things you can do to maximize your happiness and enjoy the fruits of all of those years working? In this article we will…

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Published on November 8, 2021
Comments 1

Most Snowbirds Are Renters, Travel by Car

Category: Retirement Planning

October 6, 2021 — The results of last week’s survey on snowbirds are in. Many thanks to the community spirited folks that filled it out! While we can all speculate about snowbird behavior, it is satisfying and interesting to find out what people like you do in the real world.

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Published on October 5, 2021
Comments 8

2021 Snowbirding Survey

Category: Retirement Planning

September 28, 2021 — Among retirees a popular conversation starter is always – where, when, if, and how you are going somewhere warm for the winter season. We are curious about your plans for this winter, including if Covid has had any impact on your plans. Please take this very…

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Published on September 28, 2021
Comments 3

How Creative Can You Be in Finding Your Own Way to Retire?

Category: Retirement Planning

September 24, 2021 — Retirement is a modern concept. Not that long ago you worked until you dropped, or couldn’t do the job. The invention of pensions changed that for many people. Then, when Social Security started paying benefits in 1937, retirement became possible for almost everyone. Until recently,…

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Published on September 24, 2021
Comments 12

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