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Monthly Archives: February 2012
A Rollover Primer Part 2: Age 55 to 59 1/2
If you are between the ages of 55 and 59 1/2 and are changing jobs, rolling your retirement funds from your former employer to an IRA is not an automatic decision. Normally it’s a good strategy to roll retirement plan funds (such … Continue reading
Posted in Retirement Wealth
Tagged 401k, 403b, age 55, early withdrawal penalty, IRA, Pension, roll over IRA, rollover, separation from service
1 Comment
Finance Friday: Playing Games to Learn Personal Finance
Fat Albert (the old Bill Cosby cartoon character) would have loved this financial entertainment video game site. You can learn about saving for retirement, handling credit cards, saving for emergencies, budgeting, and using tax refunds wisely–and have fun at the … Continue reading
Posted in Retirement Wealth
Tagged Bill Cosby, budgeting, Credit card, Fat Albert, Money Management, Personal finance, Tax, Tax refund
2 Comments
A Rollover Primer Part 1: Age 55 and Under
If you’ve changed jobs recently (or expect to soon) because of a layoff or a corporate downsizing, or perhaps on the brighter side because of retirement, you face an important decision regarding money in your former employer’s retirement plan: whether … Continue reading
Posted in Retirement Wealth
Tagged 401k, 403b, 457, Individual Retirement Account, IRA, Pension, retirement readiness, rollover
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Finance Friday: Retirement Rollover Tips
If you’ve changed jobs or expect to, you’ve got some key decisions to make regarding your retirement plan from your old job. Should you roll your retirement savings to an IRA? There are advantages and disadvantages, and of course a … Continue reading
Posted in Retirement Wealth
Tagged 401k, 403b, IRA, retirement readiness, roll over IRA, rollover, Tax
1 Comment
Overeating: Not Good for the Goose or the Gander as We Age
There’s more and more research showing that what is good for the heart is good for the brain. For your heart, good nutrition and exercise lead to lower weight, less chance of stroke, reduced risk of diabetes, and less risk … Continue reading
Posted in Retirement Health
Tagged aging well, Alzheimer, Heart disease, Memory loss, mental health, nutrition, Overeating, retirement readiness
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Finance Friday: Retiring Sax Stereotypes
As a young person, all work and no play makes Jack a dull boy. In retirement, all play and no work makes Jack a bored old man. A variety of activities in retirement, including work of some sort, is still … Continue reading
Posted in Retirement Happiness
Tagged aging well, happiness, Kenny G, retirement readiness, satisfaction, saxophone, working in retirement
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Making Your Money Last in Retirement
How you invest your money during retirement will affect your feelings about your “success” in retirement. Diversification, the idea of investing in different types of assets (like stocks, bonds and cash), always pays off in the long run. With many … Continue reading
Finance Friday: Fruits and Nuts for Better Mental Health
Mom was right; eating our fruits and vegetables really is good for us—especially as we age. Research indicates that fruits and veggies that are rich in color may carry strong antioxidant and anti-inflammatory abilities. Antioxidant and anti-inflammatory properties are especially … Continue reading
Posted in Retirement Health
Tagged aging well, antiinflammatory, Antioxidant, Concord, health, mental health, retirement readiness, Super Bowl
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