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…
more...
Published on December 19, 2022
Comments 8
Category: Active adult communities
December 13, 2022 — Way back in 2011 our faithful correspondent Jay Michaels shared his adventures from visiting the most famous active adult and 55+ communities in the Williamsburg, VA area. His reviews of the area and those communities have definitely stood the test of time – still relevant and…
more...
Published on December 12, 2022
Comments 0
Category: 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…
more...
Published on December 10, 2022
Comments 14
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…
more...
Published on December 6, 2022
Comments 19
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,…
more...
Published on December 3, 2022
Comments 2
Category: Health and Wellness Issues
November 27, 2022 — Researchers at The John Hopkins Sex and Gender Clinic have a message for people over 50: “It’s not just for young people.” In an article at AARP, Kate Thomas, Director of Clinical Services says that ““It can strengthen our relationships, promote self-esteem, and improve our sense of…
more...
Published on November 26, 2022
Comments 1
Category: Best Retirement Towns and States
November 22, 2022 — So you’ve done your research and found the best town and state for your retirement – great! But before you pull that trigger, here is one last checklist to go over. This last bit of research will help to make sure that even if the climate…
more...
Published on November 23, 2022
Comments 6
Category: Active adult communities
November 16, 2022 — With people more and more willing to travel these days, some of those trips will be to explore active adult or 55+ communities as potential places to retire. We have just updated a popular article of a few years back with that in mind. It explains…
more...
Published on November 15, 2022
Comments 1
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…
more...
Published on November 12, 2022
Comments 19
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…
more...
Published on November 9, 2022
Comments 0