Retirement Newsletter – November 2020

Most americans think they will work in retirement. A life of leisure? That may not be what retirement looks like for baby boomers and gen xers—and in fact, it may not be what they want their retirements to look like. Market research firm ipsos surveyed more than 1,000 u.S. Adults earlier this year, and found […]

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Retirement Newsletter – October 2020

Are car or truck costs blocking the road to retirement? On a purely logical level, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent consumer debt here and now. On a practical level, though, we need a good car or truck, and on an emotional level, we get […]

Read More… from Retirement Newsletter – October 2020

How Much Do You Really Know About Extended Care?

Separating some eldercare facts from eldercare myths. How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or false: Medicare will pay […]

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Why Roth IRA Conversions May Now Be Advantageous

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem even more attractive these days? Perhaps. You can cite […]

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Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles. When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that […]

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Retirement Newsletter – August 2020

Figuring out when to start your second act. Many gen xers and baby boomers look forward to retiring on their terms. In such a circumstance, the key question becomes when to walk away from work. According to the center for retirement research at boston college, the average retirement age is now 65 for men and […]

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Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room […]

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Retirement Newsletter – July 2020

Has the pandemic affected the retirement mindset? Each year, the transamerica center for retirement studies surveys baby boomers, gen xers, and millennials to gauge their perceptions about retiring. The 2020 survey, conducted in april, studied the impact of the covid-19 pandemic and how it may have affected their outlooks. […]

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