Do the Math to Tell If You’re on Track for Retirement
What should I have for dinner tonight? What movie should we go see? Where should we go on vacation this year? Many questions in life are relatively easy to answer. But if you’re wondering, “Am I on...
View ArticleOn Track For A Secure Retirement? Do These Three Things
I’m in my mid-30s and have already saved enough to be well on my way to a secure retirement. I even think I’m far enough ahead so I can, and maybe should, reduce risk by investing less aggressively....
View ArticleEight Ways Women Can Fix Their Retirement
Women still face challenges to a fulfilling retirement, mostly because of a lack of money. But there is hope on the horizon, according to the Transamerica Center for Retirement Studies, which says...
View ArticleYour 12-Step Retirement Savings Plan Checklist
Saving for your retirement will likely be the largest financial priority of your life. While it will take decades to go from having no savings to having sufficient funds socked away to cover your costs...
View Article5 Crucial Retirement Years for Your Money
Picture your first years in retirement and a lot of happy images probably come to mind: fun times with the grandkids, long-postponed travel and days free of deadlines and schedules. Sure enough, a...
View Article6 Ways to Have a Happy Retirement
This is probably not the news you want to read. But facts are facts. And these are the cold, hard and unfortunate facts: Fewer and fewer American retirees say they are “very satisfied” with their...
View Article5 Actions Boomers Need To Take Before Retirement
For Baby Boomers in their peak earning years, it’s the best of times and the worst of times. According to our recently released research report on the generations, Baby Boomers tend to have the...
View Article3 ETFs to Keep You Invested After Retirement
Many retirees believe that once you’ve stopped working, you have to stop investing as well. But with life expectancies having grown over the years, you need to plan for a retirement that could last 30...
View Article4 Mistakes to Avoid with Your Retirement Plan
Retirement norms are changing. Retirees can no longer rely on the old mechanisms for generating sufficient retirement income such as the 4% withdrawal rule or returns on market investments. People are...
View ArticleHow Much Will Your Health Expenses Be in Retirement?
My wife and I are trying to set up a budget for retirement, and we’re wrestling, in particular, with health-care expenses. How can we estimate what our medical bills will look like in the future? An...
View Article7 Retirement Rules to Live By
There are retirements that just happen and that can be good or rather difficult. Then there are retirements that you have carefully made decisions about. These stand a much greater chance of being...
View ArticleJust In: The 5 Worst States For Retirement In 2016
When planning your golden years, there’s more to consider than just the weather. With a limited income, many retirees also have to consider the financial feasibility of a retirement destination....
View ArticleHow To Carry Debt & 8 More Retirement-Savings Tips For Millennials
Millennials in their first job and first apartment can be tempted to think that their only financial responsibilities are to cut a check for rent, pay subway fare, score movie tickets, buy a few...
View ArticleThe Truth about Retiring by 70
The dream of an early, financially fortified retirement is dim in the eyes of many older Americans. About one in four U.S. workers expects to keep working through age 70, according to a survey...
View Article4 Simple Steps to Designing Your Retirement Roadmap
Q: I am a newly retired 65-year-old woman who lives alone in New York City. I plan to move to Florida or overseas because the costs are so high. How should I approach the move and other basic questions...
View ArticleThree Strategies That Can Derail A Near Term Retirement
You’re knocking on retirement’s door and desperately want to call it quits within the next few years. You’ve been working since you were 16, or even earlier if you include babysitting, a paper route,...
View Article3 Serious Problems With the 4% Retirement Rule
In the early 1990s, William Bengen, having just sold off his family’s soda bottling business, moved to southern California to open a financial planning service. With a degree from MIT and a background...
View Article3 Stocks to Help You Build Retirement Wealth
Whether it’s several years — or decades – from now, your retirement date can seem like an eternity away. Wherever you land on that spectrum, though, you’re likely questioning if you’ll end up with...
View Article3 Common Misconceptions About Retirement Planning
Many Americans, through no fault of their own, simply cannot save for retirement. The financial strains and limited opportunities for some people really make saving money for the future almost...
View ArticleLife is More Enjoyable After Retirement
Enjoyment of everyday activities increases after retirement, a study from Australia has found. The heightened level of enjoyment lasts at least a year after a retiree stops working full time,...
View Article