Tag Archives: reverse mortgage

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

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Retirees and Interest Rates

In our ongoing series of risks faced by retirees, we turn our attention to interest rate risk this time. Interest rate risk affects both the investments and the income of retirees. On the investment side, when interest rates rise, bond … Continue reading

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Retirees Can Avoid Running Out of Money

Retirees face a wide variety of risks during the “golden years.” One of the biggest challenges is making sure you don’t outlive your money (also known as “longevity risk”). If we knew in advance when we were going to die, … Continue reading

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Finance Friday: Lifetime Retirement Income

One of the main risks retirees face is the possibility of outliving their retirement resources. One way to address this problem is by creating lifetime retirement income, typically in one of three ways: Social Security, an immediate annuity, or a … Continue reading

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