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Transition to Retirement: Will Your Income Match or Exceed Expenses?

Category: Retirement Planning

By Bob Stacy National Institute of Transition Planning September 15, 2018 — I am consistently amazed when conducting my NITP “Transition to Retirement” sessions when I ask participants a very simple question: “Do you know how much you spend each year?” The answer is almost universally “no”!…

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Published on September 13, 2018
Comments 4

20 Most Popular Places to Retire in the Southeast: 2018

Category: Best Retirement Towns and States

September 10, 2018 – Based on multiple surveys we have conducted, the best places to retire in America are in its Southeast, a region made up of 12 states. In that research 48% of respondents said they would like to retire there, twice as many as in the Southwest,…

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Published on September 9, 2018
Comments 19

Red Tide Scourges Florida’s Southwest Coast

Category: Best Retirement Towns and States

September 7, 2018 — Down in Southwest Florida residents have been seeing red this summer – as in red tide. This disturbing scourge is the worst it has been in more than a decade. It has killed huge amounts of marine life as well as cost millions in lost tourism…

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Published on September 7, 2018
Comments 9

Beware of Scams: Medicare Cards and Car Registrations

Category: Health and Wellness Issues

September 3, 2018 — Scammers are always looking for the latest way to separate you from your money. The newest is centered on the new Medicare cards that are in the process of being sent out. The scam usually comes in the form of a phone call with an offer…

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Published on September 2, 2018
Comments 0

Don’t Die Without a Will – Please!

Category: Estate Planning

August 30, 2018 – Is your estate planning goal to maximize the amount of money you give to the IRS, give probate attorneys a huge cut of your assets, leave nothing to your favorite charities, and pit your relatives against each other in family destroying battles over money and possessions?…

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Published on August 29, 2018
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An Imaginary Trip to Key West Mixes Local Culture and Cuban Intrigue

Category: Travel

August 29, 2018 — Key West is a great place to go on vacation, or better yet, retire. Certainly your Topretirements editor enjoys the latter. One of its attractions is its multiple heritages coming from being an island far from the mainland. It was only accessible by boat until 1912,…

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Published on August 29, 2018
Comments 0

Surprises Galore: Best Places to Retire in the West for 2018

Category: Best Retirement Towns and States

August 28, 2018 – When it comes to the best places to retire the American West, a huge area comprising 9 states, has a lot to offer. From coastal California to the Pacific Northwest to the gorgeous mountain states, there is something for everybody. This installment of our “Best Places…

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Published on August 27, 2018
Comments 38

Is the 4% Spending Rule Still Relevant Today?

Category: Financial and taxes in retirement

Aug. 21 2018 — Fortunate retirees, those with a good amount of retirement savings, agonize over a perplexing problem: how much can you safely take out of your retirement funds? Spend those hard earned savings too fast and, if you live too long, live in poverty. Hold on too tightly,…

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Published on August 20, 2018
Comments 32

LGBT Discrimination Charged in St. Louis CCRC

Category: Active adult communities

August 20, 2018 — It wasn’t like Mary Walsh and Beverly Nance hadn’t done their homework. They had visited Friendship Village Sunset Hills, a Continuing Care Retirement Community (CCRC) in St. Louis, MO many times. They had dinner with friends who lived there. They especially liked the continuum of care…

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Published on August 19, 2018
Comments 4

20 Most Popular Places to Retire: Arizona Rules the Southwest

Category: Best Retirement Towns and States

August 14, 2018 – Although a lot of Americans contemplating retirement might not know their best town for retirement, they probably do have a pretty good idea of the region where that place might be. So this year our 2018 list of America’s best places to retire will take a…

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Published on August 13, 2018
Comments 10

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