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Beware Those Free Steak Dinners!

Category: Financial and taxes in retirement

December 3, 2018 — One of the intriguing lines that came up during the interviews for our “Should You Hire a Financial Advisor, Or Do It Yourself” article of a few months ago was this one: “Beware those free dinners”. Lewis, the author of that quote, was referring to…

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Published on December 2, 2018
Comments 8

Ideal Snowbird Pairings and More: Fascinating Comments from Our Survey

Category: Retirement Planning

December 5, 2018 — This is Part 2 of our report on our recent Snowbird Survey. Part 1, “Florida is Favorite Snowbird Destination“, contained the detailed results on the survey’s first 9 questions. This installment is mostly made up of verbatim comments detailing where people snowbird to, and how…

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Published on December 4, 2018
Comments 16

Age 70 and 1/2 or More – RMD Deadline Looming

Category: Financial and taxes in retirement

December 11, 2018 — December 31 is the deadline for taking a Required Minimum Distribution (RMD) from your 401(k) or IRA if you are older than 70 and 1/2 (but if you turned 70 and 1/2 this year you have until April 1). Fines for not doing so are steep…

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Published on December 10, 2018
Comments 1

Maybe It’s Time to Retire Retirement

Category: Work and Volunteering

December 12, 2018 — This is Part 1 of a 2 Part Series. Part 2, “Older Workers Face Bleak Employment Prospects“, describes the problem along with some strategies to overcome them. Back when the concept of retirement became institutionalized, our live expectancies were nothing like what they are now.

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Published on December 11, 2018
Comments 10

Top Retirement Regrets And Concerns – What Are Yours?

Category: Retirement Planning

December 19, 2018 — Retirement is not always perfect, even for the people who are the most prepared for it.  Our Member surveys indicate that most of the people who visit this website are very satisfied with their retirement, but there is almost always room for improvement.  So when saw…

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Published on December 18, 2018
Comments 25

How to Overcome the Bleak Employment Prospects Faced by Older Workers

Category: Work and Volunteering

December 24, 2018 — (this is a continuation of our “Time to Retire Retirement” Series.) Part 1 of this series starts with the idea that since people are living active lives much longer than what used to be retirement age, the idea of retirement might need to be reconsidered.

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Published on December 24, 2018
Comments 19

Retirement Planning 101 – Module 1: An Online Retirement Training Course

Category: Retirement 101 Course

Updated February 25, 2021 (Originally January, 2019) — We’ve heard it said that new parents shouldn’t have their new babies released to them until they have passed a child rearing class. Something similar might be said for retirees – retirement is far too important a project to undertake without some…

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Published on December 31, 2018
Comments 50

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