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

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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

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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

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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

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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

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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

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