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Surprise, Surprises: The Most Popular Active Communities in Florida

Category: Active adult communities

June 10, 2020 — For over 100 years, Florida’s warm winters, soft sandy beaches, and every imaginable kind of place to live has made it a retirement magnet. Some retirees come here as snowbirds for the winter months only, while others jump all the way in, moving to the Sunshine…

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Published on June 10, 2020
Comments 3

15 Very Intriguing New Active Adult Communities

Category: Active adult communities

June 17, 2020 — Following up on the theme of a few weeks ago, how stereotypes affect where you might retire, we thought it would be interesting to highlight the amazing range of active adult, 55+, and baby boomer appropriate communities that exist. While to many people all active communities…

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Published on June 16, 2020
Comments 11

Estate Planning: Is It Fair to Leave Different Amounts?

Category: Estate Planning

June 23, 2020 — Note: This article starts with the premise that it is crucial for every person of retirement age (and younger) to have a will and/or an estate plan, no matter how small the assets you own. If you don’t have a legal document, you are going to…

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Published on June 23, 2020
Comments 16

Is Your Covid Compliance and Vigilance Changing Over Time?

Category: Health and Wellness Issues

June 24, 2020 – One thing we can all agree on, Covid is getting old, even if it isn’t going away. Most people have been very good about trying to stay safe, keeping their social distance, wearing masks in public, and avoiding high risk behaviors like large indoor social gatherings.

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Published on June 23, 2020
Comments 63

Will Coronavirus Force You Into Early Retirement?

Category: Work and Volunteering

June 30, 2020 — Over a third of baby boomers say they would like to delay retirement, perhaps into their late 60’s or even later. The problem is, however, more actually retire much earlier. According to the Schwartz Center for Economic Policy, just over half of the workers who retired…

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Published on June 29, 2020
Comments 7

More RMD Relief Available

Category: Financial and taxes in retirement

July 1, 2020 – Bummed out that for once in your life you were early, and took out your 2020 Required Minimum Distribution (RMD) earlier this year? Well, relief is in site. The IRS announced On June 23 that all investors who already took RMDs in 2020 have an extension…

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Published on June 30, 2020
Comments 0

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