Tag Archives: retiree

Investment Risk for Retirees

In our ongoing series on risks faced by a retiree, this time we want to talk about “investment risk.” When we’re saving for retirement while working, we hopefully never have to sell a retirement investment to generate income. We’re working … Continue reading

Gallery | Tagged , , , , , , | Leave a comment

Bridging the Gap in Retirement

Nowadays, many retirees (or soon to be retirees) want to work to some degree in their retirement years. These so-called “bridge jobs” can serve many purposes, such as the need for income, the social aspects of a workplace, or perhaps … Continue reading

Gallery | Tagged , , , , , , | Leave a comment

The New Year: Time to Clean Out the Closets

Since we’re at the start of a new year, it’s a good time to clean up your finances. And one of the best places to start is with government savings bonds. 25,000 payments are returned to the Department of the … Continue reading

Gallery | Tagged , , , , , , | Leave a comment

Is Cash King in Retirement?

Conventional wisdom says that in retirement, you should take less risk with your investment portfolio, especially the older you get. There is some wisdom there, in a general sense. But as always, a person’s individual circumstances really define whether a … Continue reading

Gallery | Tagged , , , , , , , | Leave a comment

“Senior Dorm” offers community feel

Here’s a link to a very interesting trend in senior housing. Can you imagine living in a college dorm-like setting (without the need for studying) in your retirement years? Senior citizen housing option offers community feel – USATODAY.com.

Gallery | Tagged , , , , , , | Leave a comment

Do I Have Enough Savings to Retire?

This gallery contains 4 photos.

According to a study from the Employee Benefit Research Institute, there are four main factors Americans consider before they make the big retirement decision: affordability, lack of job satisfaction, a desire for more personal/family time, and health status. While the … Continue reading

Gallery | Tagged , , , , , , , | Leave a comment

Finance Friday: Husbands, Don’t Start Social Security Early!

A recent study about Social Security advice from The Wharton School indicates that many financial advisors do not understand how spousal benefits work, much less how the decision to claim benefits early can financially harm a surviving spouse. Many advisors … Continue reading

Gallery | Tagged , , , , , , , | Leave a comment